Interment Trust Services will invest your Pre-Need account assets in conservative investments in accordance with all state regulations. This allows you the comfort of knowing that your principal is secure.
Processing Claims Daily and Earning Interest
At Interment Trust Services we processes death claims each business day, and your accounts earn daily compound interest until the date the money is withdrawn.
We can manage both Revocable Trust accounts and Irrevocable Trust accounts. For Revocable Trusts, we provide annual 1099 forms. For Irrevocable Trusts, we can prepare your tax documents and arrange to pay any taxes due from the trust account for you. This saves you the time and expense of working with a third-party accountant.
Interment Trust Services offers extensive accounting services on Pre-Need accounts, including the ability to track multiple account items and delivery dates.
Because Perpetual Care accounts are allowed a wider range of investment options compared to Pre-Need accounts, we offer a greater depth of advice on how to invest these funds. One of our representatives will work with you to determine a strategy that best serves your goals while staying within legal guidelines.
Interment Trust Services can create customized reports in order to satisfy your state annual reporting requirements.
While Interment Trust Services provides a full turn-key operation, we can also work with your current bank or investment professional and provide you with full service record keeping.
We’re here for you.
Interested in learning more about Interment Trust Services and what we can do for you?
Please call (800) 487-8220 or click here to request more information. We look forward to hearing from you.