Step One – Collecting Information
Step One is a crucial and important step. Many legal documents will be completed according to this information. Using our simple and understandable forms, you will be able to collect all information easily. If you have any concerns about an answer to the topics below, please don’t hesitate to contact us. Accuracy is imperative for required forms. Secondly, as we document your loved one's life story, revisit memories, and highlight their accomplishments, our staff will begin to compile ideas and suggestions to create a custom theme for your tribute. We love to hear your stories so feel free to share them. Remember we are here to make this process easier for you so don’t hesitate to contact us.
The list below includes information about your loved one we will need from you when we meet. We will provide you a checklist and information sheet to assist in this process. This information is about your love one only.
- Full legal name
- Home address
- Social security number
- Date of birth
- Place of birth – city and state if known
- Father's full legal name
- Mother's full legal name including maiden
- Occupation – company name and position
- Veteran's discharge papers (DD-214), if applicable
- Highest education – name of schools and graduation dates if available
- Names and relationships of survivors
- List of Club/Organization memberships, Awards/Achievements
- Recent photo for hairdresser/barber
- Full set of clothes including undergarment if choosing a traditional service
- Insurance policy and information if using to pay for funeral expenses