Who Benefits?
While anyone can benefit from a funeral trust, it’s especially valuable for individuals over 65 planning ahead.
Benefits of a Funeral Trust
A Funeral Trust offers powerful advantages for individuals and families. Whether planning or preparing for long-term care, the benefits are immediate, meaningful, and financially protected.
These are the benefits of a funeral trust:
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Fast Payment to Funeral Providers
Income Tax-Free Proceeds
All trust proceeds are completely income tax-free, ensuring every dollar goes towards funeral expenses.
Exempt From Probate
Funds bypass probate entirely, making the money available immediately when families need it most - no courts or delays. Any money not used for funeral expenses will be returned to the estate.
Protection From Creditors
Trust assets are shielded from creditors, ensuring the funds remain secure and used solely for funeral expenses.
Free to Set Up
There are no fees to establish a funeral trust. Clients get peace of mind and financial protection without any out-of-pocket cost.
Nationwide Flexibility
A funeral trust is not tied to any funeral home. Funds can be used with any provider in the United States, offering complete flexibility - especially important if clients move/relocate.
Anyone Can Qualify
There are no medical exams, no underwriting, and no age restrictions. Funeral trusts are available to everyone.
Fast Payment to Funeral Providers
Funeral homes are paid within 48 hours, ensuring families never face financial pressure or out-of-pocket costs during a difficult time.
Peace of Mind for Everyone Involved
At the end of the day, a funeral trust gives clients and their families something priceless: certainty, protection, and relief during one of life’s hardest moments.