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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?
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R.S. Kane Funeral Home 1-855-955-5151 | Info@ExecutorsChoice.com | 448 Valridge Drive, Ancaster, ON L9G 0B2
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?
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.
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
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.
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
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
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!
How Much? Trust Companies & Law Firms: Most families can expect to pay from $4000 & up
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
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.