Funeral Home Trusts

We are proud to be an important provider in the bereavement profession in Canada. Our family business has mastered a winning strategy for funeral homes and cemeteries with our safe, consistent and reliable approach to trust oversight. Be one of the growing number of funeral and cemetery operators hiring us to help make your preneed programs and cemetery trusts healthy and sustainable.

Funeral Homes and Cemeteries have found that their efforts to build their preneed business are stalled by preneed deposit yields barely keeping up with inflation. One common reason is that they have been limited to low-yielding investments for far too long.

Many provinces’ legislation allows the preneed area to be a profitable revenue source by utilizing low-risk investments with a higher yield. Through years of conversations with friends, colleagues, and clients in the bereavement sector, along with our experience in preneed trust management, we recognized an opportunity to offer a different approach for Funeral Homes and Cemeteries.

Preneed Trusts by Legacy Private Trust provide access to low-risk, higher-yielding investments to help make your preneed programs more profitable.

About

Empower you to increase contract values and make your preneed program profitable
Achieve higher yields that exceed the rate of inflation and increasing costs of goods through low-risk, conservative investing and asset diversification. Preneed trusts should not be limited to low-yielding investments
Allowed under provincial legislation
Monthly reporting available as well as deposits and withdrawals by cheque or electronic bank transfer
Fees are fully transparent, and are competitive with industry standards.
Clear, direct accountability and legal duty of good faith is ensured through a professional and regulated trustee relationship
Full transition implemented by our team of professionals in cooperation with provincial regulators
Superior service thanks to Legacy’s untouchable service model made possible by our unique staff to customer ratio. Service continuity is achieved through family ownership and operation of Legacy Private Trust
Work with a trust company whose roots in the trust industry date back to the 1960s
We provide support for annual regulatory filings

Next Steps

For more information on Funeral Home Services or about Legacy Private Trust, please contact us. We would be pleased to schedule a phone call or meeting with you to discuss your Funeral Home’s preneed trust and work with you to see how we can help.

“We believe that being a reliable part of your team is a winning strategy.”

— Andrea Love