Funeral Director how-to

How to Lead an Arrangement Conference

Compassionate planning helps families honor loved ones.

Updated By the Career Education Institute Curriculum Team
Quick answer

Compassionate planning helps families honor loved ones. In short: welcome; gather; discuss, then complete the remaining steps below.

Step by step

  1. Welcome the family and offer condolences.

  2. Gather information for documents.

  3. Discuss wishes and traditions.

  4. Review options and the general price list.

  5. Plan service details.

  6. Summarize and give next steps.

Safety reminders for funeral directors

  • Use proper lifting for transfers
  • Follow infection control and PPE
  • Comply with FTC Funeral Rule pricing disclosures
  • Care for your own mental health

Arrangement conference · Visitation · Embalming · Cremation · Interment · Death certificate: see the full funeral director glossary.

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