Transfer Plan
There Are Many Reasons You May Wish To Transfer Your Pre-Need Funeral Plan
Prearranged funeral plans provide peace of mind by documenting personal wishes and financial arrangements in advance. However, circumstances change, families move, a funeral home closes or has a change of ownership, service expectations evolve, or a different provider offers services that better align with personal values.
Transferring a prearranged funeral plan to a new funeral home can be a practical and sensible decision for several reasons.
1) The Funeral Home has New Management or New Ownership
Families build relationships with a funeral home and form a relationship with the funeral director. If the funeral home is sold or management changes, you may not have the same loyalty or level of comfort you once had.
You should make sure you feel comfortable with the funeral director managing your service.
2) Maintain Personal Wishes and Continuity of Care
One of the primary reasons to transfer a plan is to ensure that your specified preferences—service type, music, readings, burial or cremation choice, and other details—are honored without interruption.
If you relocate to a new community, keeping your plan with the original funeral home may create logistical challenges. Moving the plan to a local provider who understands community resources and cemetery regulations helps ensure that your wishes are carried out smoothly and respectfully.
3) Improve Accessibility for Family and Loved Ones
Proximity matters at a difficult time. A nearby funeral home makes planning meetings easier for family members and reduces travel burden during memorial preparations.
Transferring prearranged plans to a funeral home closer to where family members live can increase participation and allow loved ones to be more involved in final arrangements.
4) Financial Considerations and Transparency
Financial terms and payment structures differ between providers. A new funeral home may offer clearer pricing, different payment transfer options, or better value for comparable services.
Reviewing the original contract and working with the new provider to transfer funds or credits can protect the financial investment you made while potentially improving cost transparency.
5) Better Alignment with Cultural, Religious, or Personal Preferences
As personal beliefs and cultural practices evolve, you may want a provider with specific experience in religious rites, multicultural services, green burials, or nontraditional memorials.
Transferring your plan allows you to choose a funeral home whose staff and facilities are equipped to respect and implement your cultural or spiritual needs.
6) Updated Services and Facilities
Funeral service offerings change over time. Newer providers may offer modern facilities, livestreaming, grief support resources, or environmentally friendly options that were not available when the plan was first arranged.
Transferring your plan can give you access to these updated services and technologies.
Do You Want to Transfer Your Policy?
Transfer Your Policy for Free – We’ll Handle Everything.
If you are ready to make the switch and transfer your policy, we will handle everything for you on your behalf. Our team will prepare a few forms for you to sign, and we’ll will take care of the rest.
Transferring your prearranged funeral plan is easy.
Call 806-749-4483 to speak with us now or click Contact Us and send us a message.
Transferring your prearranged funeral plan can provide continuity of care, improve accessibility for loved ones, offer better alignment with personal values, and potentially enhance financial transparency and service options.
