Funeral Pre Planning Form Template
A free funeral pre planning form for funeral homes. Families share wishes for service, burial or cremation, and lead mode shows who to meet first.
Customize the pages and design to fit your needs.
About this template
People planning ahead share who the plan is for, burial or cremation, service wishes and when they'd like to meet. Lead mode marks families ready to meet soon as hot leads, so your pre need team calls them first.
Common uses
- Funeral homes with pre need plans
- Families planning ahead
- Seminars and website inquiries
Key features
- Burial or cremation preference
- Service wishes
- Hot lead tagging for ready families
What this template asks
What's your full name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
Who are you planning for?
Single Choice · Myself, My spouse or partner, A parent, Someone else
Which do you prefer?
Single Choice · Burial, Cremation, Not sure yet
Which parts would you like to plan?
Multiple Choice · Visitation, Funeral or memorial service, Celebration of life, Cemetery or niche, Casket or urn, Obituary and program
Have you chosen a funeral home yet?
Single Choice · Yes, yours, We're comparing a few, Yes, another one
When would you like to meet?
Single Choice · This month, In the next 3 months, Later this year, I'm only gathering information
How would you like to meet?
Single Choice · At the funeral home, At my home, By phone or video
Share any wishes you already know
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What does a funeral pre planning form ask?
Who the plan is for, burial or cremation, which parts of the service to plan, whether they've chosen a funeral home, and when they'd like to meet.
How does lead mode help a pre need team?
Families who want to meet this month or in the next 3 months are marked as hot leads, so your team calls them first.
Where should I share the form?
Embed it on your pre planning page, link it from seminar invitations, or show a QR code on printed guides.