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Pre-Planning

WHAT IS PrePlan

PrePlan is a funeral trust pre-funding program, backed by the New York State Funeral Directors Association that is the nationally-recognized leader in managing prepaid funeral and burial accounts. It currently administers over 60,000 of these consumer trust accounts for more than 500 funeral homes in New York State that offer its services to consumers. The trust fund program is professionally managed by a first-rate team of funeral directors and knowledgeable staff, with the advice and counsel of the best investment advisors in the country.

PrePlan_LogoPREPLAN Keeps Your Funds Safe and Secure

We take very seriously our obligation and duty to carefully manage each consumer’s pre-paid funeral trust account using every tool at our disposal to your advantage. With pre-paid funeral/burial accounts totaling over $600 million, we at PREPLAN are able to place your specially-designated funeral funds in the SAFEST MOST SECURE INVESTMENTS- like no one else can do.

These funds are placed in FDIC- insured certificates of Deposits (CDs) which provide you, as a consumer, with the combined financial benefit of safe, no risk investments that give you a maximum rate of interest. In addition, each account is fully insured up to $100,000. Our rock-solid investment principles first and foremost protect the security of consumers’ funeral trust funds. Our investments are diversified, and we will only do business with the highest-rated banking institutions.

Once your pre-paid funeral account is opened with our funeral home, PREPLAN’S professional staff immediately goes to work, sending you a personalized confirmation that your funds have been received and deposited. You will also receive from PREPLAN helpful and informative year-end tax statements and an annual statement detailing your account’s activity for the entire year. All of these services are yours for just a minimal fee that is automatically charged to your account.

OPENING YOUR PREPLAN TRUST ACCOUNT

All you need to do is contact us to open up an account, we can also pre-arrange your funeral and burial at the same time. After paying for your selections with a check payable to PREPLAN, we will then provide you with an itemized list of your selections, as well as a copy of your new pre-paid trust agreement.

Finally we will promptly send a copy of your agreement, along with your check, to PREPLAN for immediate deposit in your newly-established account.