Planner

Funeral Planner

A calm, practical way to organise the arrangements. This workbook brings together the person, the service, the people involved, the tasks and the costs — so nothing has to be held in memory alone.

Status

Coming soon

Workbook (.xlsx)
Quick Start Guide (PDF)
Personal Use Licence (PDF)

A closer look

See it in action

Shown with a short, clearly fictional example (Margaret Ellen Hartley) so you can see how everything fits together before adding your own details.

Key Details sheet — Key Details — the main facts, gathered in one place

Tasks & Checklist sheet — Tasks & Checklist — who's doing what, and by when

Costs & Payments sheet — Costs & Payments — estimated, actual, paid and owed

Dashboard sheet — Dashboard — a one-page summary that fills itself in

What's inside

Seven sheets, working together

1Key DetailsThe main facts about the person and the funeral itself, in one place.
2Service PlanningWorking through the elements of the service — venue, coffin, flowers, music and more.
3ContactsEveryone you're dealing with, and how to reach them.
4Tasks & ChecklistWhat needs doing, who's doing it, and by when.
5Costs & PaymentsEstimated and actual costs, what's been paid, and what's still owed.
6Documents & NotesA simple checklist for paperwork that often gets asked for, plus space for general notes.
7DashboardA one-page summary of where things stand — fills itself in from the sheets above.

Main features

No right way to use it

Fill in what's useful

There's no required order. Use whichever sections are useful to you, and leave the rest blank.

Guided input

Cells with a pale blue-green fill and an underline are for your own information; several offer a dropdown list so you can just choose an option.

Dashboard fills itself in

The Dashboard sheet updates on its own from what you enter elsewhere — you never need to fill it in directly.

Contacts kept deliberately separate

People added on Key Details (like the funeral director or celebrant) aren't copied to Contacts automatically — add anyone you want listed there directly.

Compatibility & important note

Opens where you already work

Works in Microsoft Excel, Google Sheets and LibreOffice Calc, with no macros or add-ons required. Spreadsheet software can display and behave slightly differently between programs and versions — minor differences in appearance are normal.

This workbook is for organising information only. It does not provide legal, medical, financial, probate or other professional advice. For matters like probate, estate administration, benefits or tax, please speak with an appropriate professional or your funeral director, who can usually point you in the right direction.

Licence

What the Personal Use Licence covers

You may

Use the workbook for your own personal purposes, make reasonable backup copies, and print portions for your own personal use.

You may not

Resell, redistribute, share, upload or sublicense the workbook or template — in original or modified form — or claim the template or its design as your own work.