Helpful Documents for the Arrangement

When meeting with our team to make arrangements, having certain documents and information available can help make the process smoother and more efficient.

We understand that this is a difficult time. This list is simply meant to help you prepare and reduce stress during your meeting.

Information Required for the Death Certificate

• Full Name and Address
• Marital Status
• Race/Ethnicity
• Date and City of Birth
• Highest Level of Education
• Father’s Name, Mother’s Name (including maiden name)
• Name of Spouse (if married or widowed)
• Occupation and Employer
  

Pertinent Documents Required for Legal Paperwork

• Account Statements
• Beneficiary Designations
• Life Insurance Policies
• Real Estate Deeds
• Car and Boat Deeds
• Stock and Bond Certificates
• Pre-Nuptial Agreements
• Post-Nuptial Agreements
• Loans and Leases
• Copies of Bills (Hydro, Cable, Phone etc.)
• Last Will
• Tax Returns
  

Vital Information

Bringing a birth certificate and Social Security number allows us to accurately complete required documentation and assist with filing the death certificate.

If a birth certificate is not immediately available, any official document that confirms full legal name, date of birth, and place of birth can be helpful.

Veterans Documentation

If your loved one was a veteran, please bring a copy of the DD214 (Certificate of Release or Discharge from Active Duty).



This document allows us to coordinate military honors and determine eligibility for burial benefits at a national cemetery.

Photographs for Memorial Materials

A recent or meaningful photograph is helpful for memorial cards, online obituary pages, and newspaper notices.



Digital photos can be emailed or brought on a phone or flash drive, and printed photographs can be scanned in our office.