Plan family services and arrangements
How you could use an agent
Use an agent to gather the family’s notes, obituary wording, service preferences, and availability details from email or case records, then assemble a draft arrangement packet. It can check facility, staff, and document needs so you have one place to review the service time, merchandise choices, and paperwork before you confirm anything with the family.
Where you stay involved
You meet with the family, make the final arrangement choices, confirm the schedule, and sign off on the records that need a human decision.
