Built on the case
Service details, merchandise, and the statement of goods and services live on the same record as the first call.
Funeral arrangement checklist
A complete walk through the arrangement conference, from disposition to the itemized statement, so the family covers every decision in one sitting. Use it on paper, or build the arrangement on the case in FuneralHQ.
What the checklist covers
- Disposition decision
- Service details
- Merchandise
- Documentation and vital records
- People and logistics
- Pricing and payment
Six sections, in the order the conversation actually runs. Print it, or run the same sections on the case in FuneralHQ.
The arrangement, decision by decision
Six sections that match how the conversation actually flows.
Disposition decision
- Burial or cremation
- Cemetery or columbarium, if applicable
- Vault or outer container, if burial
- Urn or scattering plan, if cremation
Service details
- Service type: funeral, memorial, graveside, or none
- Date, time, and location
- Religious or cultural traditions
- Officiant or clergy
- Eulogy, readings, and music
- Photos, video, and personal touches
Merchandise
- Casket or urn
- Register book, memorial cards, keepsakes
- Flowers
- Memorial or tribute video
Documentation and vital records
- Information for the death certificate
- Obituary details and where to publish
- Permits and authorizations
- Veteran benefits, if applicable
People and logistics
- Pallbearers
- Transportation and limousines
- Reception details
- Clothing, eyeglasses, and jewelry
Pricing and payment
- Review the General Price List
- Itemized statement of goods and services
- Agree on a spending range
- Payment method and any payment plan
How FuneralHQ handles the arrangement
Priced and disclosed
Build an itemized statement so pricing is clear for the family and easy to keep accurate.
Straight to signature
Turn the arrangement into a document packet, send it for e-signature, and store the signed copy automatically.
Finish with a reviewed next step
Separate what the family has decided from what still needs confirmation. Record the person responsible for each open question and when you will contact the family again. Check names, service details and the current statement together before preparing a signature packet; a checked box should point to a reviewed answer.
After the conference, hand the case to another staff member and ask them to find the latest document and the next action. In FuneralHQ, arrangement details, documents and tasks share the case record. A sample-case walkthrough lets your administrator test that handoff before moving live work.
See the arrangement built inside FuneralHQ
In 20 minutes we arrange a sample case, generate the statement, and collect a signature on a phone.