Free printable + fillable PDF
Funeral Planning & Price Comparison Workbook
Organize immediate steps, record family decisions, compare three providers, and keep the complete budget in one calm, practical place.
No email required. Opens as a PDF download.
What is inside
More useful than a generic checklist
The workbook follows the decisions families actually face—from the first phone call through price comparison and later administrative tasks.
First steps for a death at home, under hospice, or in a care facility
Personal information and documents to gather
Burial, cremation, service, and family decision worksheet
Provider call script based on FTC consumer guidance
Side-by-side comparison for three funeral homes
Complete budget including cemetery and third-party expenses
Eight core rights under the FTC Funeral Rule
Service planning and after-funeral administrative tasks
How to use it
Three simple steps
Download or print
Type directly into the fillable PDF or print a clean copy for family conversations.
Find three providers
Use the directory to identify nearby funeral homes offering the services you need.
Ask the same questions
Record itemized prices in matching categories before comparing totals.
Frequently asked questions
Is the funeral planning workbook really free?
Yes. The printable and fillable PDF is free to download, and no email address is required.
Can I type into the PDF?
Yes. The workbook contains fillable text fields and checkboxes. You can also print it on standard US letter-size paper.
Does the workbook provide legal advice?
No. It provides general consumer information and links to official FTC Funeral Rule guidance. It is not legal, financial, or medical advice.
How should I compare funeral-home prices?
Ask each provider for itemized prices and a General Price List, then record the same categories for all three providers in the comparison table.
Choose three providers to compare
Find local funeral homes, then use page six of the workbook to record matching itemized prices.
Find funeral homes near me