We serve as Trustee for a number of Pennsylvania and Maryland funeral homes’ preneed trusts. When a funeral director, or mortician, and the consumer enters in to an irrevocable contract for services and merchandise to be used for the consumer’s final expense, those funds are placed in trust. These funds will be used by the funeral home to meet the expense of providing the contractual obligations to the consumer. As these funds are no longer the property of consumer, proper representations can be made to the Social Security Administration for exclusion of these funds as assets.
To learn more about funeral home pre-need services, call us toll free at 800-837-2265 or send us an email.
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