Free resource
Funeral Planning
Checklist
A clear, compassionate guide to help families navigate every step — from the first hours to settling the estate.
What's inside
32 practical steps across 4 clear sections — written with funeral directors, bereavement counsellors, and families in mind.
Before contacting a funeral director
7 steps
First 24–48 hours
8 steps
Planning the service
9 steps
After the service
8 steps
No spam, ever
Free download
Reviewed by professionals
Get your free guide
Enter your details below. We'll never share your information.
A look inside
The first few steps from each section — the full guide covers all 32.
Before Contacting a Funeral Director7 steps
Obtain a medical certificate of cause of death from the attending doctor
If the person died alone, contact the police or coroner as required
Check for any pre-paid funeral plan and contact the provider
+ 4 more steps in the full guide
First 24–48 Hours8 steps
Contact a funeral director to arrange collection of the deceased
Register the death with the local register office (within 5 days in England and Wales)
Collect the death certificate — several certified copies are recommended
+ 5 more steps in the full guide
Planning the Service9 steps
Choose between burial and cremation
Select a date, time, and venue for the service
Engage a celebrant, minister, or officiant
+ 6 more steps in the full guide
After the Service8 steps
Obtain the Grant of Probate or Letters of Administration if required
Notify banks, building societies, and financial institutions
Contact HMRC to settle any outstanding tax affairs
+ 5 more steps in the full guide