Funeral Pre-Planning Checklist: What Really Matters
Funeral Pre-Planning Checklist: What Really Matters

It’s easy to assume that funeral planning can wait for "someday." But life doesn't always give us the chance to prepare in real time. That’s why taking simple steps now can help ensure that your values, personality, and wishes are honored, even when you're no longer able to speak for yourself.
Planning ahead means:
Your family won’t have to make difficult choices in the middle of grief.
You get to define how you want to be remembered.
Financial burdens can be minimized with clear arrangements.
Your legacy is honored on your terms.
When a death occurs, emotions can be overwhelming. At that time, trying to make big decisions: burial or cremation, location, service type, can feel like too much. Pre-planning relieves your family of that pressure. You make the decisions in a calm, thoughtful way, and they get to focus on celebrating your life, not managing paperwork.
Many families who have experienced a pre-planned funeral often describe the process as "a relief" and "a blessing" during a time of emotional difficulty.
Start with the basics. Make sure your legal name, date of birth, Social Security number, and next of kin contacts are all recorded. This ensures there are no delays or uncertainties during the administrative process.
Include:
Full name and aliases (if any)
Date and place of birth
Marital status and spouse’s name
Parents' full names (including mother's maiden name)
Names of children and other close relatives
You might not think these details are important now, but during an emotional time, they can save your family from a lot of confusion.
Do you want a traditional funeral, a memorial service, a celebration of life, or something more intimate? Specify whether you want the service to be religious, non-religious, or spiritual in nature.
Things to consider:
Open or closed casket
Graveside ceremony or church service
Music, readings, and speakers
Dress code or theme (yes, it’s okay to request guests wear bright colors!)
Some people even choose to write their own eulogy or select songs that reflect their spirit. This level of personal touch can turn a somber event into something deeply meaningful.
Clearly state your preference for cremation, traditional burial, or a green funeral. More people in Texas are exploring eco-friendly burials today than ever before, especially as sustainability becomes a core value for families.
You should also include:
Cemetery or resting place preference
Specific urn or casket types
Headstone or marker inscriptions
If cremated, where and how you wish your ashes to be handled
These details, while small, can help your family feel confident they are following your wishes.
If you have a preferred funeral home, note it in your plan. Mansfield Funeral Home & Cremations, for example, offers personalized planning services and is the only 100% solar-powered funeral provider in the Dallas-Fort Worth area, a proud commitment to both compassion and sustainability.
Choosing a funeral home in advance also ensures that the team understands your expectations and can provide the level of service and care you want.
You can write your own obituary or include key facts you'd like to be mentioned. Indicate which newspapers, websites, or social platforms you’d like it published on.
Also think about:
Who should be notified first
Which relatives or friends should help spread the word
If a memorial website or video tribute should be created
This not only gives you control over how your story is told, but it also helps others find closure and connection.
This is where your personality shines through. Include requests like:
Favorite flowers or colors
Memorial donations instead of flowers
Photos, quotes, or keepsakes to be shared
Personal items to be buried with you
Remember, your service should reflect your life. These meaningful touches often become the most cherished memories for those you leave behind.

Start small. Share why pre-planning matters to you and what it will mean to them. You might say:
"I want you to celebrate my life, not worry about what I would have wanted. This is my way of making sure you can do that."
You don’t need to have the whole conversation in one sitting. Start by introducing the topic and letting it grow from there. Be open, listen, and invite loved ones to ask questions.
Be prepared for some discomfort. That’s okay. Most people are grateful once the conversation begins.
Store your completed plan in a safe, accessible place. Make sure at least two trusted family members or friends know where to find it. Avoid locking it in a safety deposit box that may not be immediately accessible.
You can also share digital copies through secure cloud storage or use a funeral home’s planning platform to keep everything in one place.
Many funeral homes now offer free planning guides and digital pre-planning tools. These resources walk you through each step and help document your preferences clearly and legally.
At Mansfield Funeral Home & Cremations, you can plan everything from the comfort of your own home using our guided online planning tool. Our free guide also helps you start conversations with family and ensure your wishes are honored.
We believe that funeral planning should feel empowering, not overwhelming. Our goal is to make every step feel thoughtful, supported, and meaningful.
Funeral pre-planning is an act of care for yourself and for the people you love. It gives you the ability to shape your farewell and gives your family the space to grieve without the added pressure of decision-making.
If you're ready to begin or simply want to learn more, Mansfield Funeral Home & Cremations in Mansfield, TX is here to help. Our team is committed to making this process as supportive, simple, and personal as it should be.
Changing funeral preferences: NFDA’s First-of-Its-Kind Generational Report now available. (n.d.). https://nfda.org/news/media-center/nfda-news-releases/id/9545/changing-funeral-preferences-nfdas-first-of-its-kind-generational-report-now-available