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.
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Before contacting a funeral director
7 steps
First 24–48 hours
8 steps
Planning the service
9 steps
After the service
8 steps
A look inside
The first few steps from each section — the full guide covers all 32.
Before Contacting a Funeral Director
- 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 Hours
- 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 Service
- 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 Service
- 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
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