Trust Administration for Banks and Trustees

More and more state and federal agencies are tightening the controls on preneed funding resulting in increased reporting requirements and the potential for more frequent inspections and audits.

Relax.  We have in-depth knowledge of all federal and state regulations.  With our expertise, you’ll be wise to any new trust laws and meet regulatory requirements with ease and simplicity.  We help dramatically minimize risk. Funeral Services, Inc. is SSAE-16 Type II certified; you can be assured that our reporting and recordkeeping systems will hold up against any audit.

Bottom line, a partnership with Funeral Services Inc. gives you access to the support and technology needed to meet the toughest regulatory standards and avoid risk while providing your customers with added value.

Important Memos Regarding the Administration of PreNeed Trusts

Department of the Treasury, Office of Thrift Supervision
Regulatory Bulletin (RB 38-02), February 25, 2010

Office of the Comptroller of the Currency
Memo on PreNeed Funeral Trust Accounts, April 11, 2000

Funeral Services, Inc.
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