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    Prepaid Funeral Deposit Agreement


    Prepare a Prepaid Funeral Deposit Agreement with this customizable template.

    • The parties are (i) a provider of funeral services (such as a funeral home) and (ii) a financial institution which will act as trustee and will hold and administer deposits paid by customers of the funeral service provider who wish to pre-arrange and prepay for funeral services.
    • The trustee will prepare monthly statements and provide records of all deposits received.
    • The trustee has no fiduciary duty to customers of the funeral service provider.
    • The trust funds may be assigned to a third party in the event of a sale or transfer of the business.
    • The trustee is responsible for providing tax information as required.
    • The trustee is indemnified by the funeral home.
    This Prepaid Funeral Deposit Agreement is provided in MS Word format and is fully editable to meet your needs.
    Download Type: Microsoft Word
    Last Updated: 14-April-2016
    SKU: 6093