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Pre-Planning Questionnaire Form

Help people plan ahead with a pre-planning questionnaire capturing their preferred arrangements, wishes, and contact details in one form.

Description

The Pre-Planning Questionnaire Form gives your firm a considerate way to help people arrange their own farewell in advance. It captures their full legal name, date of birth, and preferred method, so you can understand their wishes and guide them through thoughtful, unhurried planning.

A field asking what they would like to be contacted about lets people choose how much support they want, while a special requests field captures the personal touches that matter to them. Contact details ensure your team can follow up gently, whenever the person is ready.

Pre-planning brings peace of mind, and one clear form makes it easy to begin. Sign up for a free Fun Forms account to customize the fields and embed this questionnaire on your website.

Form fields

Everything the Pre-Planning Questionnaire Form above collects — 7 fields, so you can see exactly what it captures before you make it your own.

Pre-Planning Questionnaire

  • Full Legal Name

    Name Icon
    Name

  • Date of Birth

    Date Icon
    Date

  • Preferred Method

    Short Answer Icon
    Short Answer

  • Would you like us to contact you about:

    Multi-Select Icon
    Multi-Select

  • Any special requests or notes?

    Long Answer Icon
    Long Answer

  • Contact Email

    Email Icon
    Email

  • Phone Number

    Telephone Icon
    Telephone
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Template FAQs

Common questions about the Pre-Planning Questionnaire Form — what it captures, when to use it, and how to make it your own.

What is a pre-planning questionnaire form?

A pre-planning questionnaire form is an online form people use to record their own funeral wishes in advance. It captures their details, preferred arrangements, and any special requests, so a funeral firm can understand their intentions and help them plan a farewell that reflects exactly what they want.

Why plan a funeral in advance?

Planning in advance lets people make their own choices calmly, rather than leaving difficult decisions to loved ones during grief. It brings peace of mind, can ease financial pressure on family, and ensures the farewell reflects the person’s genuine wishes, which many find deeply reassuring to arrange ahead of time.

What does the preferred method field capture?

The preferred method field lets people indicate the kind of arrangement they have in mind, such as burial or cremation. Capturing this early gives your team a clear starting point for the conversation and ensures the plan is built around the person’s genuine preferences from the very beginning.

Can people control how they are contacted?

Yes. A field asking what they would like to be contacted about lets people choose the level of follow-up they want. Some may want detailed guidance, others just occasional information, and respecting that choice ensures your team offers support at a pace that feels comfortable rather than intrusive.

How are special requests recorded?

A special requests field lets people note the personal touches that matter to them, from music and readings to specific traditions or wishes. Capturing these details in advance means their farewell can be arranged exactly as they hoped, giving both them and their family real reassurance and comfort.

Is the pre-planning questionnaire form free?

Yes, this pre-planning questionnaire form is completely free, and you can customize the fields to fit your firm, embed it on your website, and go live with no coding required. Just create a free Fun Forms account to help people plan ahead online.

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