1 / 15

R.S. Kane Funeral Home

R.S. Kane Funeral Home. 1-855-955-5151 | Info@ExecutorsChoice.com | 448 Valridge Drive, Ancaster, ON L9G 0B2. Current Business Model. After The Funeral. What do I do now? How do I settle the estate? Where do I get all those forms? How much will I have to pay? What is probate?

wpatricia
Download Presentation

R.S. Kane Funeral Home

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. R.S. Kane Funeral Home 1-855-955-5151 | Info@ExecutorsChoice.com | 448 Valridge Drive, Ancaster, ON L9G 0B2

  2. Current Business Model

  3. After The Funeral • What do I do now? • How do I settle the estate? • Where do I get all those forms? • How much will I have to pay? • What is probate? • Is there someone I can call?

  4. The Problem • When the family needs help the most –where do send them? • Not able to control what level of care will be after the funeral. • 70% of families do not file the legal documents in a timely manner. • Most funeral homes provide an option to purchase an A/C book that requires the family to do the work. • Counselors do not see all your families for a continuation visit. • Missed preneed opportunity. • Industry experts agree it costs 5 times more advertising dollars to attract a customer than to retain an existing one.

  5. The Solution • 100% No cost aftercare program • 100% Aftercare capture • 100% of Family’s estates are completely finalized • 100% Booked pre need consultation • 100% Market differentiation • 100% Funeral Industry GAME CHANGER

  6. How Executor’s Choice Works • Director gives family an Executor’s Choice discovery folder. • 2 estate counselors assigned to your home. • We contact the family within 24hrs of DOD. • Counselor meets with executor in the comfort of their home. • The executor is presented with service options. • Proprietary system is used to close down estate. • Final documents are prepared on location. • We are available to the family for one full year. • We assemble a brief for their lawyer.

  7. New Business Cycle

  8. The Family Benefits • Peace of Mind • Professional guidance • No need to price shop • Estate affairs are CLOSED • Huge cost savings • Family Estate Planning Guide • Final wishes recorded • Continuous Care

  9. Funeral Home Benefits • Full service care facility • Competitive edge • Grow your at-need business • Increase client retention rates • New profit centre • NO cost for aftercare program • 100% aftercare take up rates • 100% pre need appointments

  10. Comments • 4 of 5 lawyers said “you are doing what we don’t want to do” • No liability risk to the Funeral Home. • Provide your families with the service they deserve. • This is your opportunity to differentiate your business from the others!

  11. Questions?

  12. How Much? Trust Companies & Law Firms: Most families can expect to pay from $4000 & up

  13. Heritage Plan Estate Services • Comprehensive in-home consultation • Full final document completion & filing • Letters of direction • Notice to creditors • Notice to beneficiaries • Estate management guide • Expense template • Asset template • Executor duty list • File prepared for legal council • One full year continuing care • $495 • Full estate management service • Property management • Business management • Final document correspondence • Application for appointment of trustee • Disposition of assets • Distribution of assets • Beneficiary receipts • Estate Fraud Protection • Final Tax Return • A La Carte

  14. It’s OK… • We are the people that deliver answers to your families. • We work with you to complete the Customer Care Cycle. • We bring your core values right to your family’s living room. • We offer a100% service guarantee.

  15. Complete Aftercare For Your Family

More Related