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2009 Preneed Funeral Trust Fund Declaration of Non-Reporting Status 2009 Preneed Funeral Trust Fund

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The document is a '2009 Preneed Funeral Trust Fund Declaration of Non-Reporting Status' form from the Cemetery and Funeral Bureau in California. It outlines the requirements for funeral establishments to declare their non-reporting status if they are exempt from filing an annual preneed trust report. The form includes sections for establishing eligibility based on specific criteria, instructions for filing, and consequences for failing to comply. It emphasizes the importance of proper management of preneed funds and the obligations of funeral establishments regarding trust funds.

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What happens to the money leftover in a funeral trust?

Surplus Funds: If the trust contains more money than required for the funeral expenses, the remaining amount is typically distributed to the estate or a named beneficiary.

What is a PrePlan funeral trust?

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.

How to sell Preneed funeral services?

If you arent already, your funeral home should be networking with other local businesses. These interactions could lead to beneficial partnerships and even some referrals. If you have a strong connection with other businesses, like florists and caterers, they could recommend your firm for their clients needs.

What happens to money left over from a burial insurance?

If there is any money left over from the burial policy after these services are performed, the beneficiary can use it to pay for any other expenses you may have left behind, including outstanding loans, medical bills, and legal bills.

Are funeral trusts a good idea?

Do I need a funeral trust? A funeral trust lets people make arrangements to pay for their burial before they die. Putting funds into a funeral trust can help relieve your loved ones of making difficult decisions while theyre mourning. A funeral trust can also help expand or preserve your access to Medicaid benefits.

How much money can you put in a funeral trust?

Irrevocable Funeral Trusts can be established for each spouse. Typically, an elderly couple applying for Medicaid, would establish two trusts, each for around $10,000 $15,000.