Funeral Planner – Plan the Service and Track Every Cost in One Excel File

A calm, step-by-step Excel workbook for arranging a funeral. Plan the service and the gathering afterwards, record what your funeral director is providing, and keep every cost in one place so you can see what is still to pay.

Every section has a short tip at the top and column guidance on each heading. Totals, the amount still to pay, and what is left to spend against your budget update as you type.

WHAT'S INSIDE

• Welcome: choose your currency and wording, and start in the right place

• Summary: service date and time, guests, checklist progress, and a financial summary with a cost chart

• Checklist: common funeral tasks, in order, from booking the director to the service

• Costs: funeral director bill, other essential fees, ceremony, gathering, memorial, and other costs

• Wishes and Plans: faith, culture or belief, music, readings, flowers and anything else the person wanted

• Notices: obituary, public notices and online tributes

• Funeral Director: contact details and the services included

• Burial or Cremation: burial, cremation, coffin, care and viewing arrangements

• Ceremony: overview, venue, celebrant, music, flowers, pallbearers and order of service

• Gathering: overview, venue, catering, music, flowers and timings

• Guests: everyone invited or told about the funeral, and what each person needs

• Memorial: ideas for remembering the person after the funeral

• Example file: a fictional example so you can see how it works

WHY YOU'LL LIKE IT

• Costs tracked by who paid: you, the estate, a funeral plan, insurance, or other

• Set a budget and see what is left to spend

• Service date and time entered once and shown in the ceremony details

• Add more rows wherever you need them

• Works for any culture, religion, or no religion

WHAT YOU'LL NEED

• Microsoft Excel (2016, Microsoft 365, or a more recent version)

• This is an Excel file, not a Google Sheets file

WHAT YOU GET

• One Excel file (.xlsx) to download instantly after purchase

• An example file with fictional details

IMPORTANT

This is an organiser to help you record information. It is not legal, tax, or financial advice, and it does not replace advice from your funeral director, a solicitor, or an accountant. Funeral wishes and plans may not be legally binding, so check what applies where you live.

Digital download. No physical item will be shipped. All sales are final, except where the file is defective.

Price: $14.99

Part of the Estate and Funeral Bundle ($29.99, save about $15): Estate Organiser, Funeral Planner, and Executor Organiser together.