PrePlan Funeral Trust: Convenient. Compliant. Competitive.

Newsletters, April 2023

Posted 4/4/2023 at 9:00am

Working with PrePlan Funeral Trust is safe and easy. Current, active PrePlan participating firms experience these benefits:

We offer same-day processing, ensuring claims are taken care of promptly and efficiently.
PrePlan can securely deposit death claim payments directly into a firm's bank account. It’s safe, accurate, and fast.
We provide an option for electronic submission of death claims. While remaining 100% compliant, the process is easy, fast, and ensures prompt payment.
PrePlan’s partnership with DocuSign* allows participating member firms to assist consumers with prearranging and signing documents from anywhere, at any time. Plus, unlike other providers, we don’t limit your access to only prefunding documents. This could mean savings of $400+/year for your firm!
Participating firms have the option to offer credit cards** on initial and additional deposits on accounts, giving consumers more options and greater flexibility.

Visit the website for details on all these features.

Make the Switch Today!

PrePlan Funeral Trust is an exclusive benefit of your NYSFDA membership. Is it time to transfer accounts to PrePlan?

A dedicated PrePlan representative will assist you throughout the entire process, saving you time and available resources.
Every account transfer is overseen by our Director of Preneed Trust Services, Melissa Sargalis.

*Must be an active PrePlan participating NYSFDA member firm; no fee.

**The service fee will be passed along to consumers.