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Memorial Service Planner & Funeral Planning Checklist (PDF)

A gentle, complete memorial service planner: first-steps checklists, service & eulogy worksheets, and thank-you trackers — calm help for the hardest days.

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Look inside

Actual pages from the PDF — not mock-ups.

Memorial Service Planner & Funeral Planning Checklist (PDF) — sample page 1Memorial Service Planner & Funeral Planning Checklist (PDF) — sample page 2Memorial Service Planner & Funeral Planning Checklist (PDF) — sample page 3

What's inside

31 worksheets and templates, every one a standalone printable page.

1. The First 48 Hours
2. Who to Notify
3. Documents & Papers to Gather
4. What Can Wait
5. What Kind of Gathering?
6. Venue & Date Planner
7. Officiant & Speakers Organizer
8. Order of Service Builder
9. Music Worksheet
10. Readings & Poems
11. Photos & Memory Displays
12. Livestream & Faraway Loved Ones
13. Gathering the Memories
14. A Shape for the Eulogy
15. Openings & Closings
16. Reading It Aloud
17. The Task Board
18. Pallbearers & Honors
19. Out-of-Town Guests & Lodging Tracker
20. Reception Planning & Food Sign-Up
21. Choosing a Funeral Provider
22. Budget Worksheet
23. Obituary Builder
24. Flowers or Donations
25. Guest Memory Cards
26. The Memory Table
27. The Printed Program
28. Thank-You Notes
29. A Page for You
30. The Weeks After
31. Blank Masters

Questions people ask

Is this appropriate for both funerals and celebrations of life?

Yes. The planner works for traditional funerals, memorial services, graveside services, and informal celebrations of life — including the common "small service now, larger gathering later" path. A gentle decision worksheet helps your family choose the form that sounds like the person it honors, and every worksheet adapts to religious, spiritual, or secular services alike.

We're overwhelmed. Where do we start?

With one short page. Part One begins with a first-48-hours checklist of the very few things that need attention now, followed by a full page of things that are allowed to wait — in writing, so you can show it to anyone who is rushing you. The planner is deliberately built so you never face more than one calm page at a time, and most pages can be handed entirely to a willing helper.

Does it give legal or financial advice?

No — and that is deliberate. This is an organizational planner: checklists, worksheets, trackers, and templates that keep names, tasks, and details in one calm place. For legal, financial, and estate matters, it gently points you toward the right professionals and the questions worth asking them, since requirements vary widely by country and situation.

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