What to Bring to a Funeral Home Arrangement Conference
Find out what to bring when meeting with a Baltimore, MD funeral home. From personal details to special service requests, this guide helps families plan ahead with care.

When a family experiences the loss of a loved one, meeting with a funeral director to make arrangements can feel overwhelming. At Hari P. Close Funeral Service, P.A., we strive to ease that burden by guiding families through every detail with compassion and clarity. Being prepared for the arrangement conference ensures that the process flows smoothly and that important decisions are made with confidence. If you are planning to meet with a Baltimore, MD funeral home, here are the key items and considerations to bring with you.
Essential Personal Information
One of the most essential parts of the arrangement conference is providing accurate information about your loved one. This ensures that all necessary legal documents, including the death certificate, can be completed properly. Families should bring:
- The full legal name and any other names the individual may have used
- Date and place of birth
- Parents’ full names, including the mother’s maiden name
- Social Security number
- Marital status and the name of their spouse, if applicable
- Education history and the highest degree earned
- Military service details, including discharge papers (DD-214) if they served in the armed forces
Having this information ready helps avoid delays and ensures that all records are accurate.
Clothing and Personal Items
Another important aspect is selecting clothing for your loved one. Families often choose attire that reflects the individual’s personality, whether it be formal wear, casual favorites, or a professional uniform that was meaningful in their life. Along with clothing, you may want to provide shoes, jewelry, glasses, or other personal items that help preserve their memory and identity.
It is also helpful to bring a recent photograph of your loved one. This allows the funeral director and staff to ensure that the presentation is done with dignity and respect, in a manner that matches the family’s expectations.
Insurance and Financial Documents
For families using life insurance to assist with funeral services, bringing the insurance policy information is essential. The funeral director may also ask for additional supporting documents to confirm eligibility or verify details. In addition, families should bring:
- Insurance paperwork or claim forms
- Any pre-arrangement contracts, if the loved one had made prior funeral plans
- A copy of personal identification documents, such as a driver’s license or passport
These documents streamline the process and ensure that financial matters are handled promptly.
A List of Desired Services
During the arrangement conference, the funeral director will guide you through the choices available at the Baltimore, MD funeral home. This is an opportunity to discuss your family’s wishes and to honor your loved one in a way that feels personal and meaningful. Consider making notes beforehand about:
- The type of service (traditional funeral, memorial service, or celebration of life)
- Musical selections, readings, or prayers you may wish to include
- Special rituals, cultural practices, or traditions important to your family
- Personal touches such as photo displays, tribute videos, or memory tables
Preparing a list of ideas beforehand ensures that your wishes are clearly communicated, and it allows the funeral home staff to bring your vision to life.
Family Contacts and Obituary Details
Another key part of the arrangement conference involves providing information for the obituary and service announcements. Be prepared to give the funeral director a list of immediate family members and their relationships to the deceased. A brief outline of your loved one’s life story, career, accomplishments, and community involvement can also be very helpful for drafting the obituary.
If you would like to write your own obituary or have specific messages included, bring a draft or bullet points to share during the meeting.
Emotional Preparedness
While the arrangement conference is a practical meeting, it is also deeply emotional. Sitting down to make these decisions can bring up unexpected feelings of grief. Consider bringing a trusted family member or close friend who can provide support, ask questions on your behalf, and help you process the information being shared.
It is important to remember that the arrangement conference is not just about paperwork. It is also about reflecting on your loved one’s life and ensuring their story is honored in a meaningful way.
Moving Forward with Compassion and Care
At Hari P. Close Funeral Service, P.A., we are honored to walk alongside families during one of life’s most difficult times. By preparing the necessary documents, personal items, and thoughtful details ahead of time, you can make the arrangement conference with a Baltimore, MD funeral home more manageable. Our compassionate staff is here to listen, support, and guide you every step of the way, ensuring that your loved one’s legacy is celebrated with dignity and respect.