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Palm Mortuary Inc.
 
Planning Profile
PERSONAL HISTORY
First Name
Middle Name
Last Name
 
Nickname
Maiden Name
 
Social Security #
Sex
Citizenship
 
Date of Death
Date of Birth
 
Place of Death City
State/Country
 
Place of Birth City
State/Country
 
Marital Status
Marriage Date and Location

 
Surviving Spouse or Significant Other
Occupation
How Long
Employed or retired from:
Business/Industry
  Years of Education
Residence Address
 
City
State
Zip Code
County
Father's Full Name
Father's Birthplace
 
Mother's Full Name
Mother's Maiden Name
 
If a Veteran, branch of service
 
Discharge Rank/Date/Location
 

Obituary Information
Name should appear in the paper as
Newspapers to place obituary
Years as an area resident
Memberships: (Lodges, church, unions, etc.)
Donations to be made to
 
Number of grandchildren
great-grandchildren
great-great-grandchildren
Survivors: Name
Relationship
Address
 
 
 
 


FIRST THOUGHTS & PREFERENCES
Type of Disposition:      Burial       Mausoleum      Cremation      Scattering
Visitation/Friends Calling:      Yes       No Location
Service Location:      Mortuary       Church       Chapel      Graveside     
Other
Casket Selection          Open       Closed
Clothing

Jewelry
Other
 
If cremation, urn selection
 

Plot Location  
Cemetery
Address
 
City
State
 
Vault
 


INVOLVING FAMILY AND FRIENDS
Spoken words from family and friends are important to the grieving process.
Note the people you want to hear from on that day:  
 
 
 
 
Notes: Include any special readings (poems, scripture passages, etc.) you would like to include during the service.  

Pallbearers
1. Phone
2. Phone
3. Phone
4. Phone
5. Phone
6. Phone
Honorary Pallbearers


OTHER DETAILS
Transportation
Limousine option and list of family members who will riding.
Limo #1

1.
Limo #2

1.
2. 2.
3. 3.
4. 4.
5. 5.
6. 6.
7. 7.

List of special requests and arrangements:
Pre-arranged set design

Participating fraternal, military or service organizations:
For military service, flag given to
Is a funeral WebCast arranged?
My notes:


SUGGESTED ORDER OF EVENTS
Life Celebrations arranger will coordinate the following with officiant:
Prelude: Music to be played during the time before the service starts.
Opening Comments/Welcome/Prayer by
Reading
Read by
Officiant remarks:
Eulogy/other speakers: The number of speakers is at the discretion of the family. A list of expected speakers helps the arranger coordinate the event.

1.
2.
3.
4.
Special music selection:
Postlude: Music you choose to be played at the end of service.
End of service invitation or directions to attendees:


ADD YOUR PERSONAL TOUCH...
Music to be performed by:     
Organist*       Soloist*
*Above to be arranged in advance with Life Celebrations counselor.
Instrumentalist(s) (Bugler, bagpiper, harpist, etc.)
CDs or favorite recorded music
Soloist invited by family
Flowers
Flowers add to the ambiance of the setting. Casket and urn arrangements are
traditionally reserved for the family.