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Funeral Planning Downloads
Every resource on this page is free to download, print, and share. These checklists, comparison tools, and planning guides cover funeral arrangements, memorial service planning, home funeral preparation, consumer rights under federal law, and practical strategies for reducing costs without sacrificing dignity. Whether you’re planning ahead or making decisions right now, these tools bring order to a process that rarely feels orderly.
Distribution & Usage Rights
Every resource on this page is free to use, print, share, and redistribute. Therapists, counselors, hospice workers, funeral directors, attorneys, financial planners, and faith leaders are welcome to print copies for clients, include them in packets, or distribute at workshops. Websites and organizations may host, embed, or republish these documents. Friends and family can photocopy and share freely. The only thing we ask is that Memorial Merits branding and links remain intact. No fees. No permission needed. No login required. Ever. These resources are educational tools, not legal, financial, or medical advice. Always consult a qualified professional for decisions specific to your situation.
Funeral Home Comparison Kit
The FTC requires funeral homes to provide itemized pricing, but comparing quotes across three or four providers is overwhelming when you’re grieving. This kit gives you a structured side-by-side format to record and compare costs for every major service: basic services fee, embalming, casket, viewing, ceremony, transportation, and burial or cremation. The differences between providers often run thousands of dollars for identical services.
50 Questions to Ask a Funeral Director Worksheet
Most families walk into a funeral arrangement meeting with no idea what to ask, which is how unnecessary charges happen. This worksheet covers 50 specific questions organized by category: pricing transparency, service options, timeline, legal requirements, payment plans, and what’s actually required versus what’s being upsold. Print it and bring it with you. No one thinks clearly in that room.
Funeral Service Costs: Comparison & Planning Worksheet
A structured pricing comparison tool for evaluating funeral homes side by side. Record General Price List items from two or three providers in one place: basic service fees, facility charges, transportation, embalming, casket costs, and disposition fees. Includes fields for budget planning, disposition preference, and whether you’re pre-planning or in immediate need. The funeral homes that charge the most are counting on you not comparing.
Memorial Service Planning Guide
A memorial service is different from a funeral, and the planning process reflects that. This guide walks you through timing, location options, program structure, readings and tributes, music selection, photo and video displays, guest participation, and reception planning. Designed for families who want a meaningful gathering without the pressure of traditional funeral home timelines.
First 24 Hours After Death Checklist
The first day after someone dies is chaos. This checklist tells you exactly what needs to happen and in what order: pronouncement of death, contacting the funeral home, notifying immediate family, securing the home, locating critical documents, and beginning the notification chain. Print this before you ever need it. When the time comes, you won’t be able to think straight enough to figure it out on your own.
Your Legal Rights Under the FTC Funeral Rule
Federal law protects you from funeral home overcharging, but most families have no idea these protections exist. This guide explains your rights under the FTC Funeral Rule: the right to itemized pricing, the right to use a casket purchased elsewhere, the right to choose only the services you want, and the right to refuse embalming in most cases. Knowing these rights before you walk in saves money and prevents exploitation.
How to Plan an Affordable Funeral: Save $3,000 While Honoring Your Loved One
The average American funeral costs over $7,800, and most families overspend because they don’t know their options. This step-by-step guide walks through ten specific strategies that can reduce costs by $3,000 or more without cutting corners on what matters. Covers direct cremation, casket alternatives, venue options, DIY elements, veteran benefits, and how to have the money conversation with family members who equate spending with love.
At-Home Death Planning Worksheet
Home funerals are legal in most states and growing in popularity among families who want a more intimate, personal experience. This worksheet covers the legal requirements in your state, body preparation basics, home vigil planning, transportation logistics, documentation needs, and how to work with a funeral director in an advisory role rather than handing over full control. Not for everyone, but for the families who want this option, the information is hard to find elsewhere.
Funeral Industry Secrets Exposed
The funeral industry operates on information asymmetry. Families in crisis don’t know what things should cost, what’s legally required, or what’s pure markup. This report pulls back the curtain on the most common industry practices that inflate costs: casket pricing markups, package bundling tactics, embalming pressure, timeline urgency, and the emotional leverage that turns grief into overspending. Read this before you make any arrangements.
Death Certificate Tracker Worksheet
When someone dies, certified copies of the death certificate go everywhere: the funeral home, the bank, the insurance company, Social Security, the court, the DMV, and more. This tracker helps you log how many copies you ordered, where each one was sent, and which institutions still need one. Keeps you from scrambling to reorder copies mid-process because you lost count.
