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Funeral plan checklist

Make it Legal™ Checklist

Here are a few important steps to take to finish your document

Read the Funeral Plan carefully to make sure it meets your needs. Speak to the relevant parties (eg the executor(s) of your will and/or the person who you want to arrange your funeral) and make them aware of your Funeral Plan.

Remember that if you have any questions you can easily Ask a lawyer.

You should print a copy of your Funeral Plan and physically sign it (ie wet sign it) in the presence of a witness.


Your witness should have mental capacity and should not be under the age of 18.

Preferably, your witness should be your age or younger, as this makes it more likely that they will be alive at your death in case they need to give evidence about the signing of your Funeral Plan and the wishes contained within it.

Signing process

  1. Print a copy of your Funeral Plan.

  2. Before signing, you should carefully read your Funeral Plan again. 

  3. In the presence of your witness and in the spaces provided, you should: 

    1. sign your name using your ‘usual’ signature where indicated, and

    2. record the date of signature

  4. In your presence, your witness should: 

    1. add their ‘usual’ signature where indicated, and

    2. print their name, address and occupation clearly for identification purposes

Store your Funeral Plan safely away. Store it somewhere where it can be found by your loved ones. 

Make your loved ones aware that you have a Funeral Plan in place and where this can be found. Consider making copies for the relevant parties (eg the person you want to plan your funeral).

A copy of your Funeral Plan will be stored automatically in your Rocket Lawyer account ‘Dashboard’. 

Remember to review your Funeral Plan regularly, especially if there are any changes to your circumstances (eg if your religious beliefs change, you get married or you make pre-arranged funeral plans, like buying a coffin).

If you have a last will and testament for England and Wales or Scotland in place, and any of its terms contradict the wishes set out in this Funeral Plan, your last will and testament will take precedence.

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