# 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.

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.

Canonical: https://reuily.com/templates/funeral-pre-planning-form
Use this template: https://reuily.com/form/from-template/funeral-pre-planning-form
Collections: Marketing & Sales, Funeral & Memorial
Last updated: 2026-10-24

## Questions

- Question 1: What's your full name? (Short Text, required)
- Question 2: What's your email address? (Email, required)
- Question 3: What's your phone number? (Phone, required)
- Question 4: Who are you planning for? (Single Choice, required). Options: Myself; My spouse or partner; A parent; Someone else
- Question 5: Which do you prefer? (Single Choice, required). Options: Burial; Cremation; Not sure yet
- Question 6: Which parts would you like to plan? (Multiple Choice, required). Options: Visitation; Funeral or memorial service; Celebration of life; Cemetery or niche; Casket or urn; Obituary and program
- Question 7: Have you chosen a funeral home yet? (Single Choice, required). Options: Yes, yours; We're comparing a few; Yes, another one
- Question 8: When would you like to meet? (Single Choice, required). Options: This month; In the next 3 months; Later this year; I'm only gathering information
- Question 9: How would you like to meet? (Single Choice, required). Options: At the funeral home; At my home; By phone or video
- Question 10: Share any wishes you already know (Long Text, optional)

## 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

## 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.