Cemetery and Funeral Trusts
Cemetery Boards and Funeral Homes can expand their service offerings by providing their customers access to Cemetery Trusts and/or Funeral Trusts. In these types of arrangements, Concentra, as trustee, acts on behalf of their customers to ensure the safekeeping of funds assigned for these services.
 
Designed to help Cemetery Boards and Funeral Homes:
  • Expand services by offering Cemetery and Funeral Trusts.
  • Provide peace of mind for to their customers with the knowledge that the plan assets are in the hands of a professional, impartial trustee.
Concentra provides:
  • Professional trustee services for funds designated to pay for Cemetery and Funeral contracts.
  • Skilled professionals to ensure compliance with legislative regulations governing the arrangement.
  • Preparation and execution of trust agreements.
  • Safe custody of the trust assets.
  • Release of funds in accordance with the terms of the contract and legislative regulations.
  • Accurate accounting records.
  • Complete reporting to the organization.
  • Preparation and filing of the required annual tax return, if required.
  • Easy access to obtain ongoing support and assistance via phone, fax or email.
 Cemetery Boards and Funeral Homes:
  • Retain Concentra to act on behalf of their customers under a Cemetery or Funeral Trust.
  • Forwards contributions to Concentra to be held in trust.