Funeral trust agreements
[DOC File]MORTUARY TRUST AGREEMENT
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The mortuary trust created by this agreement is a guaranteed service mortuary trust. The funeral home may also offer a credit for service mortuary trust, but is not required to do so. Funeral Goods and Services Selected. Upon the death of the beneficiary, the funeral home shall provide the funeral goods and services selected by the payor on a ...
[DOC File]MORTUARY TRUST AGREEMENT
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The funeral home is the trustee for the mortuary trust. The funeral home may be an individual, a firm, an association, a partnership or a corporation. The settlor hereby appoints the funeral home identified below as trustee. The funeral home need not post bond or enter security. By signing this agreement, the funeral home accepts this ...
[DOC File]Funeral, Burial and Cremation Services Act, 2002 - O. Reg ...
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Copies of trust agreements. 106. An operator shall ensure that the registrar has a current copy of all trust agreements that the operator has entered into with a trustee relating to prepaid trust money or care and maintenance trust money. O. Reg. 30/11, s. 106. Notice of cemetery operator as trustee. 107.
[DOC File]A CHECKLIST OF WHAT TO DO WHEN A LOVED ONE DIES
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funeral and burial plans/contracts. safe deposit rental agreement and keys. trust agreements. nuptial agreements/marriage licenses/prenuptial agreements/divorce papers. life insurance policies or statements. pension, IRA, retirement statements. income tax returns for the past three years. gift tax returns. birth and death certificates
[DOC File]Board of Funeral Service
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No funeral director, practitioner of funeral service or funeral home shall execute a guaranteed service mortuary trust agreement unless the payor or settlor has first selected all necessary funeral goods and services, with the possible exception of cash advance items.
[DOC File]32-1391.05; Prearranged funeral agreements funded by ...
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(L19, Ch. 252, sec. 39. Eff. 7/1/20) A. All monies paid under a prearranged funeral agreement funded by trust, except as provided in subsection B of this section, shall be deposited, within five business days after the receipt of the monies, in a prearranged funeral trust …
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