An intake management system provides a number of tools and features to memorial event providers. The intake system is configured to provide appropriate and necessary intake forms to an event planner via configured devices, and may also pre-populate fields of the forms based upon information from an automatically generated intake dossier, from friends and family of the memorialized person, and from custom configured rules. During an event planning interview, the system provides tools and features that provide flexibility to planners in order to increase the accuracy of event details and improve customer experience. This system may be combined with custody tracking of remains during event preparation, which may be implemented within a custody tracked environment in order to track remains, reduce mistakes, and drive event management based upon transit between areas of the tracked environment.