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?

• Is there someone I can call?

• 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 Problem

• 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

The Solution

• 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.

How Executor’s Choice Works

New Business Cycle

• 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

The Family 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

Funeral Home Benefits

• 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!

Comments

Questions?

Trust Companies & Law Firms:

Most families can expect to pay from

$4000 & up

How Much?

• 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

• 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

Heritage Plan Estate Services

• 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.

It’s OK…

Complete Aftercare For Your Family