Free Funeral Home Document Templates and Forms
Professional, ready-to-use templates for funeral arrangements, service planning, death certificates, and daily operations. Download free and start using immediately.
These templates are professionally designed for funeral home operations. Use them as-is or customize them to match your workflow. No registration required for basic templates.
Essential Arrangement Conference Templates
The arrangement conference is where everything begins. These templates ensure you collect complete information while providing a professional, organized experience for grieving families.
Arrangement Conference Checklist
Complete checklist covering biographical information, service preferences, merchandise selection, and FTC-compliant pricing disclosure. Ensures nothing is forgotten during emotional conversations.
Family Information Form
Structured form for collecting complete family information including next of kin, authorized persons, and contact preferences for notifications.
Service Planning Worksheet
Plan complete funeral or memorial services including location, officiant, music, readings, pallbearers, and special requests.
Death Certificate & Legal Documents
Accurate vital statistics collection is critical. These templates help you gather complete, correct information for death certificates and legal documentation.
Death Certificate Information Worksheet
Complete checklist of all information needed for death certificate filing. Reduces errors and ensures you collect everything during the arrangement conference.
Prevents costly errors: Guided questions ensure accurate spelling, dates, and vital statistics. Includes verification reminders.
Authorization & Release Forms
Legal authorization forms for embalming, cremation, disposition, and record release. Customizable for your state requirements.
Operational Checklists & Daily Forms
Streamline daily operations with checklists that ensure consistency and quality in every aspect of your funeral home.
Daily Opening Checklist
Ensure facility is ready to receive families each morning with systematic checks of chapel, arrangement rooms, and common areas.
Service Coordination Checklist
Coordinate all elements of funeral service from initial planning through completion. Nothing falls through the cracks.
Transfer & First Call Log
Document all details of deceased transfer including location, time, condition, personal effects, and authorization.
Cemetery/Crematory Checklist
Coordinate with cemetery or crematory including permits, timing, special requests, and confirmation of arrangements.
Pre-Need & Pre-Planning Templates
Pre-Need Planning Guide
Help families plan ahead with a comprehensive pre-need worksheet that captures all preferences, contact information, and special requests for future services.
- Personal information and preferences
- Service type and location preferences
- Burial or cremation instructions
- Contact information for family notification
How to Use These Templates Effectively
1. Customize for Your State & Workflow
Modify templates to reflect your state's specific requirements and your funeral home's unique procedures. Add your logo and contact information.
2. Train Staff on Consistent Usage
Ensure all staff use the same templates the same way. Consistency prevents errors and improves family experience. Pair these templates with effective family communication practices for best results.
3. Review and Update Regularly
Regulations change. Review templates quarterly to ensure compliance with current state and federal requirements.
4. Consider Digital Workflow
While these paper templates are useful, digital forms offer auto-save, automatic population of related documents, and easier storage/retrieval.
From Templates to Digital Workflow
These free templates are a great starting point, but they represent significant manual work: printing, filing, searching through paper, re-entering data, and risk of loss.
Paper Template Limitations:
- • Manual data entry on every form
- • Duplicate information across multiple documents
- • Risk of loss, damage, or misplacement
- • Difficult to search and retrieve
- • No automatic reminders or follow-up
- • Cannot share between staff in real-time
Digital Workflow Advantages:
- • Enter information once, auto-populate everywhere
- • All related documents linked to one case
- • Secure cloud backup, never lose data
- • Instant search by any field
- • Automated reminders and notifications
- • Real-time collaboration across team
Sacred Grounds includes all these forms built-in, with automatic population, cloud storage, and instant search. Start with our free version and see how much time you save.
Free version for up to 3 users • All templates included • No credit card required
Download All Templates
Get instant access to all funeral home templates in one convenient package. Includes customization guide and best practices document.
PDF and Microsoft Word formats • Fully editable • No registration required
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