Essential Funeral Planning Documents for Families

Posted on October 6th, 2025 by under Funeral Home
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Understanding the necessary documents is crucial when planning a funeral. At Wm. Sullivan & Son Funeral Directors, we aim to guide you through this sensitive process by providing valuable insights into the required paperwork. As a trusted provider of funeral services in Sterling Heights, MI, we understand how these documents facilitate a respectful farewell and ease the logistical journey for you and your family.

Gathering Vital Records

The first step in funeral planning involves collecting vital records. Certified copies of the death certificate are essential for many subsequent actions, such as insurance claims and settling estates. Additionally, locate the deceased’s birth certificate and social security number, as these are often required for official documentation.

Legal Documents and Wills

Legal documents play a pivotal role in executing the deceased’s final wishes. A will, if present, should be followed to respect the person’s final requests. This document outlines the distribution of assets and any specific funeral directives. In its absence, the estate may be subjected to court decisions, highlighting the importance of having a will prepared.

Insurance and Financial Documentation

Funeral Planning Documents - funeral homes Sterling Heights, MI

Identifying any life insurance policies is necessary, as these can fund the funeral costs, relieving some financial burden. Financial documentation also aids in closing bank accounts and handling other monetary matters. It’s advisable to keep a detailed inventory of such documents to streamline the process for the bereaved family.

Cemetery Deeds and Instructions

If the deceased owned a cemetery plot, the deed is a necessary document. This legal instrument ensures the rightful use of the burial space. Additionally, any pre-paid funeral plans or burial instructions should be documented to honor such arrangements, offering peace of mind to the family.

Including Military and Veteran Details

For those who served in the military, military discharge papers (DD214) are needed to access veteran burial benefits. These benefits might include a burial flag or assistance with funeral expenses, providing a dignified ceremony for those who served their country.

Personal Elements that Matter

Incorporating personal elements like photos, videos, or special mementos can personalize the service. These items may not be mandatory documents but are essential in commemorating the deceased’s life, allowing family and friends to share cherished memories.


In summary, preparing these documents in advance can significantly ease the funeral planning process. At Wm. Sullivan & Son Funeral Directors, we are committed to supporting families with these tasks. For those seeking funeral homes in Sterling Heights, MI, our expertise ensures a seamless experience during this transitional time. We invite you to reach out for assistance—let us help honor your loved one’s memory with respect and dignity.

Michael Lope

Co-Owner, Funeral Director Michael J. Lope is a licensed funeral director and co-owner of the Wm. Sullivan & Son Funeral Home. Mike attended American Academy McAllister Institute for mortuary school in New York City. Mike was licensed in 2006 and began working with his family at Wm. Sullivan & Son Funeral Home. He currently works at both family funeral homes in Utica and Royal Oak. In his time off Michael enjoys golfing, skiing, hiking and camping. He is a parishioner at Holy Name Catholic Church with his wife Christine and his two children Andrew and Ashlyn. He and his family are committed to maintaining a family owned and operated funeral home that is a progressive and innovative leader in burial and cremation services.