Helpful Forms and Worksheets

The C.R. Lyons and Sons forms library offers documents North Shore families commonly need, gathered in one place for easy download. These include a preplanning or vital-information form, an obituary information worksheet, and veteran benefit checklists. You can complete them at your own pace and return them to the firm, and a director is always glad to help you fill them out in person, by phone, or remotely. For assistance with any form, call 978.777.7900, any time of day.

Forms for North Shore Families

C.R. Lyons and Sons provides planning forms to families across Danvers, Beverly, Peabody, Salem, Middleton, Topsfield, Wenham, Hamilton, Lynnfield, Swampscott, Marblehead, Boxford, and Ipswich throughout Essex County, from its funeral home at 28 Elm Street in Danvers.

What You Will Find Here

The library includes a preplanning or vital-information form for recording your wishes and the facts needed for a death certificate, an obituary information worksheet to help you tell your loved one’s story, and checklists for veteran burial benefits and survivor steps. Each form is offered for download so you can review and complete it on your own schedule, then return it to the firm.

Using the Preplanning Worksheet

The preplanning worksheet is a gift to your family. By recording your preferences for service and disposition, the key facts about your life, and the people to notify, you spare your loved ones difficult guesswork later. Complete it at your own pace, and a director can review it with you and, if you choose, formalize a trust-funded prearrangement through Cambridge Trust Company.

We Help You Complete Them

Paperwork can feel overwhelming during grief or while planning ahead. C.R. Lyons and Sons routinely helps families complete these forms and the related documents for death certificates, Social Security reporting, and veteran benefits. Bring your questions to a director in person, by phone, or remotely, and you will never have to navigate unfamiliar forms alone.

Whether making pre-arrangements or a death has occurred, please take advantage of our downloadable documents and brochures. These can be easily viewed and printed from the comfort of your home.

Why Our Forms Library Helps Families

  • Commonly needed forms gathered in one easy-to-find place.
  • A preplanning worksheet that records wishes and vital information.
  • Obituary and veteran benefit worksheets to speed arrangements.
  • Hands-on help completing any form, in person or remotely.
  • Four generations of independent, locally controlled care since 1925.

Frequently Asked Questions

What forms are available from C.R. Lyons and Sons?

The forms library offers documents families commonly need, such as a preplanning or vital-information form, an obituary information worksheet, and veteran benefit checklists. Download what you need or call 978.777.7900 and the firm will help you complete them.
You can download the preplanning form, record your wishes and key information at your own pace, and return it to C.R. Lyons and Sons. A director is glad to help you complete it in person, by phone, or remotely if you have questions.
Yes. C.R. Lyons and Sons routinely helps families complete the forms involved in arrangements, death certificates, Social Security reporting, and veteran benefits, so you are never left to navigate unfamiliar paperwork alone.
Reviewed by C.R. Lyons III, CFSP, CCS, owner and licensed funeral director, Massachusetts. Past president of the Massachusetts Funeral Directors Association and one of the first Certified Cremation Specialists in the United States (CANA, 2022).

Member of the Massachusetts Funeral Directors Association, the National Funeral Directors Association, the Cremation Association of North America, and Selected Independent Funeral Homes. Recurring recipient of the NFDA Pursuit of Excellence Award. Four generations of family ownership since 1925.