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Financial Protection

Our funeral trusts protect your assets from long-term care costs and Medicaid spend-down while ensuring your family won’t face financial stress. Funds are secure, dedicated to your funeral, and paid quickly - giving you and your loved ones lasting peace of mind.

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FINANCIAL
PROTECTION

FOR YOU AND YOUR FAMILY

Medicaid

A Funeral Trust is Medicaid-exempt immediately, offering faster protection.

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Funeral trusts serve as an essential tool in long-term care and Medicaid spend-down planning, ensuring your assets and funeral funds are safeguarded.

Varies by state

Protecting Your Assets

Our funeral trust solutions safeguard your assets from Medicaid spend-downs, long-term care costs, and creditor claims, keeping your funds protected and reserved solely for your funeral.

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Family

Protecting Your Family

By securing your funeral expenses in advance, you eliminate financial uncertainty for the people you love. Funds are paid directly to the funeral home within 1–2 days, allowing your family to focus on honoring your memory - not stressing about paperwork, delays, or out-of-pocket costs. It’s simple, compassionate protection that brings peace of mind to everyone involved. You can purchase funeal trusts for your adult children and their spouses (varies by state).

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