Funeral Pre-Planning Form

Planning ahead for end-of-life arrangements is one of the most thoughtful gifts you can give your loved ones. A funeral pre-planning form helps individuals document their wishes, explore payment options, and ensure their family knows exactly what they want when the time comes.

This funeral home pre-planning form template is designed specifically for funeral homes, memorial service providers, and estate planning professionals who want to offer a dignified, organized way for clients to communicate their preferences. By capturing everything from service type and burial preferences to payment plans and beneficiary information, you'll help families avoid difficult decisions during an already emotional time.

Why funeral homes trust Paperform for pre-planning

Paperform makes it easy to create on-brand, professional forms that handle sensitive information with care. This template includes conditional logic to show relevant questions based on service preferences—whether someone is planning a traditional burial, cremation, or memorial service. You can accept deposits or full payments directly through the form using Stripe, PayPal, or Square, and set up payment plans that work for your clients.

Once a form is submitted, use Stepper (stepper.io) to automatically create a client record in your CRM, send confirmation emails with next steps, notify your planning team, and even trigger follow-up workflows for document collection or appointment scheduling. With Papersign (papersign.com), you can turn submissions into legally binding pre-need contracts and collect eSignatures without leaving your workflow.

Paperform's SOC 2 Type II compliance and secure data storage mean you can confidently handle confidential client information, while custom branding options let you maintain a respectful, professional look that matches your funeral home's website and values.

Whether you're a small family-owned funeral home or a larger memorial service provider, this template helps you streamline the pre-planning process, reduce administrative burden, and provide compassionate support to families during life's most important transitions.