Jump ahead to
Obituary settings and notifications
You can choose which obituary writing tools the family can access in Planning Center and configure notifications for Planning Center activity.
Obituary settings
In Passare, go to Settings > Planning Center > Obituary.
You can choose for families to have access to Templates, the AI writing assistant, or Both! If nothing is selected the writing tool will be set to Templates by default. 
Notifications
Enable notifications for Planning Center activity by clicking the bell icon in the navigation menu, then clicking the gear icon. 
Under Planning Center Activity, choose to receive notifications via text message, email, or both. 
With notifications enabled for Planning Center activity, you will receive a notification when the family approves the obituary. 
Starting the obituary in Planning Center
On the Obituary page in Planning Center, families can begin drafting the obituary in the text field or by using one of our writing tools.
To explore the writing tools, click Use writing tool.
Life information
By clicking Use writing tool, the family will be prompted to enter information about the decedent.
Information entered will be added to the case in Passare.
Families can click Add obituary photo to add a picture from their files. 
If a branch is selected in the Veteran field, the family will be taken to the Veteran page to add more details about the decedent's military history.
The Veteran field will not be displayed for Canadian branches.
If no Veteran options are selection, clicking Next will take the family to the employment page.
Add information about the decedent's employment history. 
Next, the family will be taken to the life events page where they can write about the decedent's passions and achievements.
Information entered on the life events page will NOT be added to the case in Passare.
Family information
After adding information about the decedent's life, they can add relatives to the Family page.
Information added to the Family & Friends page in Passare will be visible to the family at the bottom of this page.
Format
Next, the family can generate an obituary via template or AI writing assistant.
AI writing assistant
The AI writing assistant crafts an obituary based on case information and tone/length preferences.
By default, it will show a Formal/Standard obituary, but families can view other options by using the dropdowns.
Once the family has decided on the tone/length, they will click Create Obituary.
This will add it to the Obituary page of Planning Center, where final adjustments can be made.
Templates
Templates craft the obituary by adding case information to a predefined body of text. These can be customized to fit your preferred tone and format.
Families will use the dropdown to select a template, then click Create Obituary.
This will add it to the Obituary page of Planning Center, where final adjustments can be made.
Learn how to customize obituary templates.
Approving the obituary
Clicking Create obituary from the Format page will take the family back to the Obituary page where they can continue to edit the obituary or click Approve obituary.
Once approved, the family can no longer edit the obituary.
They will see a message informing them to contact the funeral director to make changes. 
Need more information?
Need help? Email us at support@passare.com or call (800) 692-5111.