Itemized List of Goods and Services

We can help you and your client determine with funeral goods and services are most prudent to pre-pay. Some states require a list of goods and services to avoid an improper transfer for value agreement on an irrevocable funeral trust. We can provide this list for a fee of $95.

States that may require this list include Arizona, Illinois, Iowa, Kentucky, Massachusetts, and Missouri.

An Itemized List of Goods & Services is right for your client if they:
Reside in a state that requires a list of goods and services to avoid an improper transfer for value agreement on an irrevocable funeral trust. States that may require this list include Arizona, Illinois, Iowa, Kentucky, Massachusetts, and Missouri.