The arrangement meeting (or arrangement conference) is where the family and funeral director plan the service and complete the paperwork. It usually takes one to two hours. Bringing the right things makes it go more smoothly.
Documents and information
- Your loved one’s full legal name, date and place of birth, and Social Security number
- Parents’ names, including mother’s maiden name
- Marital status and spouse’s name; highest education; usual occupation
- Military discharge papers (DD-214), if a veteran
- Any preneed contract, cemetery deed, or written funeral wishes
- Life insurance policy information, if a policy may be assigned to pay for the funeral
- Photo ID for the person who will sign as the legally authorized person
For the service and obituary
- Clothing, including undergarments, and any jewelry or glasses for a viewing
- A recent photo for the obituary and for hair and makeup reference
- Obituary notes: family members, education, work, service, faith, interests, memorial donation preference
- Names of clergy or an officiant, and preferred music or readings
- Names of possible pallbearers
- Photos for a display or tribute video
What to expect
You will discuss burial or cremation, the type and timing of services, merchandise, the obituary, the number of death certificates, and payment. You should receive the General Price List at the start and an itemized statement of everything you choose before you sign. It is fine to take the price list home and decide later. Your pricing rights.
Bring a friend
Consider bringing someone less directly affected who can take notes and ask practical questions.
Print the full funeral planning checklist to take with you.
Related: What to do when someone dies · How many death certificates · Who can make arrangements