Who We Are

For over 35 years, PrePlan Funeral Trust has served as New York’s preeminent pre-funded funeral trust administrator. Plus,
we’re backed by NYSFDA, one of the nation’s oldest and highly regarded associations.

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Our Services

With PrePlan, families’ preneed funds are 100% government backed, and audited quarterly
to ensure compliance. Our knowledgeable staff is well-versed in NYS preneed law and Medicaid/SSI compliance issues.

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Our Promise

Each and every day we strive to provide the best, most reliable service as New York State’s preeminent and long-standing preneed funeral trust administrator. The Gold Standard.
Our Promise to you.

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Find a Funeral Home

PrePlan is an exclusive benefit to NYSFDA members. Our member funeral homes adhere to a strict code of ethics and demonstrate integrity and commitment to their local communities.

Find your local NYSFDA member firm today

Trust PrePlan

When you expect your preneed trust accounts to be secure, compliant, convenient, you expect the Gold Standard. With PrePlan, your families’ preneed funds are 100% government backed. And an independent firm conducts quarterly audits ensuring all investments are fully secure and properly managed. Plus, our knowledgeable and experienced staff is well-versed in New York State preneed law and Medicaid/SSI compliance issues. The Gold Standard. That’s our promise to you.

PrePlan Funeral Trust Receives Ethics Award

PrePlan Funeral Trust has received a 2022 Torch Award for Ethics from the Better Business Bureau of Upstate New York (BBB).

BBB’s Torch Awards for Ethics celebrates the commitment made by businesses and charities to the highest standards of leadership, character, and organizational ethics. The awards show the practices receiving organizations employ to generate a high level of trust among their employees, customers, and communities. An independent panel of judges comprising of community leaders, business professionals, educators, and local journalists selected the winners.

“We are truly honored and appreciative of this award,” said Mike Lanotte, NYSFDA Executive Director. “For over 30 years, PrePlan Funeral Trust staff and Trustees have worked to implement an infrastructure that ensures the security and compliance of funds while also creating a culture that fosters exemplary customer service. Our mission is to provide “Gold Standard” services to our participating funeral firms, and this award recognizes the hard work and dedication that goes into fulfilling that mission.”

For the full press release from the BBB, visit their website.

2 Enhancements in 2022!

PrePlan is committed to offering solutions to optimize operations and increase participant convenience, while keeping the security of funds and compliance with trust laws as our continued top priority. Log in to your Funeral Home account for details on PrePlan’s two
new programs.

Thank you for your membership and confidence. We are excited about these upcoming enhancements and look forward to serving you in 2022 and beyond.

Convenient. Compliant. Competitive.

Working with PrePlan is convenient, easy, and safe.

  • We offer same-day processing, ensuring your claims are taken care of promptly and efficiently.
  • PrePlan can securely deposit your firm’s death claim payments directly into your bank account. It’s safe, accurate, and fast.
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  • We provide an option for electronic submission of death claims. While remaining 100% compliant, the process is easy, fast, and ensures prompt payment to your firm.

Whether opening new or transferring existing accounts, PrePlan is ready to step you through the process.

Contact us at preplan@preplan.org or 800.577.3752 to learn how.

Revised Options for Death Certificate Submissions to PrePlan

Many of you are aware of the temporary revisions PrePlan made in early March due to the evolving COVID-19 pandemic for death claim submissions to our office. As of September 1, 2020, we will no longer be able to accept the temporary COVID-19 General Administration along with registered working copies of the EDRS Death Certificate in our office. We received many positive responses and going forward are pleased to announce that we can offer new options based from the feedback. These options continue to ensure our compliance on multiple levels and ensure prompt payment to your firm. You may begin using the option(s) that work best for your firm immediately.

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Exciting News from PrePlan

We’re excited to announce PrePlan is rebranding with a new logo, tagline and materials. For more than 30 years PrePlan has served as New York State’s preeminent pre-funded funeral trust administrator, and thanks to exciting advancements, we felt 2020 was the perfect time to modernize our brand. As we move toward the future, it is important that our brand represents the forward-thinking approach of our board and administrators as well as conveys our commitment to security, compliance, and overall excellence.

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BBB Rating A+ | See Review

PrePlan Funeral Trust 2022. All rights reserved.