
About 5 minutes
No payment on this form
A call within 1 business day

About 5 minutes
No payment on this form
A call within 1 business day

Please complete the details below. Sara will then reach out to finalize your trust details. Set Up My Trust Today
For your protection, we do not ask for your Date of Birth or Social Security Number online. After submitting this form, a licensed agent will call you to collect this information securely and finalize your trust.
🔒 Your information is safe. We never sell or share your details. A licensed agent will only use your information to set up your trust properly and legally.
• Pays the funeral home in 1 to 2 business days, no death certificate required
• Considered an exempt asset for Medicaid in most states
• Works with any funeral home, anywhere in the U.S.
• Plans from $500 to $20,000
No. It starts the process. Sara calls you within 1 business day to confirm the details, and the trust is set up once the paperwork is signed and funded.
No. There is no payment on this form.
Yes. Many adult children start the form for a parent. Your parent, or the person with power of attorney, will need to sign the final paperwork.
Enough to cover the funeral your parent wants, within your state's limit. Many families choose between $10,000 and $15,000 per person. Sara can help you decide.
No. A funeral trust can be set up during a Medicaid spend-down. It isn't a gift, so it doesn't trigger the 5-year look-back penalty.
Yes. This form doesn't ask for Social Security or bank numbers. Sara collects those securely during setup.
