Preplanning Checklist

Preplanning Checklist

The following checklist will help you create your personalized plan.

Ways to Plan Ahead:



  • Gather your personal information for your obituary.
  • Select a funeral home.
  • Choose a charity to direct donations to, if desired.
  • Make note of any instructions for your service.

Funeral Service

  • Choose between burial or cremation.
  • Select a casket or cremation container.
  • Choose the locations and types of services.
  • Select the clothing you would like to be dressed in.
  • Choose floral arrangements.
  • Select which photographs and memorabilia you would like to display.
  • Choose music and hymns, if desired.
  • Consider any customs, traditions, or religious rites that are important to you and your family.
  • Choose a theme for decorations and stationery at your services.
  • Arrange transportation for your physical remains and your family.


  • Choose an officiator or clergy member to preside over the service.
  • Select friends or family members to perform the eulogy, read scripture, or prepare a speech.
  • Choose any musicians whose talents you would like to employ.
  • Select pallbearers.

Final Disposition

  • Select a cemetery.
  • Choose a burial plot or mausoleum.
  • Select a memorial or grave marker and inscription.
  • Decide who will keep your urn.
  • Decide who will scatter your ashes and where.

Information You'll Need

Personal Information

  • Your full legal name
  • Your father’s name
  • Your mother’s maiden name
  • Your Social Insurance Number
  • Personal Health Number
  • Occupation (During Working Career)
  • Place of Birth
  • Date of Birth
  • Your Next of Kin or Executor’s information
  • Physician's name and number


  • Fraternal organizations
  • Service organizations
  • Union memberships
  • Any special recognitions you have

Military Service Information

  • Military service
  • Branch rank
  • Date of enlistment
  • Date of discharge
  • Name(s) of war/conflict(s) toured
  • Serial number


There is no need to make all the decisions right away. For personalized assistance in creating your plan, contact us to set up a one-on-one meeting with one of our experts.

Everden Rust Funeral Services & Crematorium
PHONE: (250) 860-6440 | FAX: (250) 860-6180
1910 Windsor Road, Kelowna, BC V1Y 4R5

Everden Rust Funeral Services & Crematorium
PHONE: (250) 493-4112 | FAX: (250) 493-4919
1130 Carmi Avenue, Penticton, BC V2A 3H2

Everden Rust Funeral Services & Crematorium
PHONE: (250) 768-8925 | FAX: (250) 707-5861
190-2300 Carrington Rd, West Kelowna, BC V4T 2N6

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