Join PrePlan

Getting Started

For 35 years, PrePlan has served as New York’s preeminent pre-funded funeral trust administrator. Our knowledgeable and confidential staff are well-versed in New York State law and have been supporting NYSFDA members for decades.

Interested in joining PrePlan? Email and request an information packet. Remember, you must first be a current, active member of the New York State Funeral Directors Association (NYSFDA). Learn more about NYSFDA membership.

Transfer Existing Preneed Accounts

If you’re interested in transferring existing preneed trust accounts to PrePlan, our administrators will work with your firm to make a smooth transition.

Whether opening or transferring accounts, contact us today: 800.577.3752 or

Ensuring Accounts are Secure

As a funeral director, families trust you to make important choices on their behalf. When selecting a preneed funeral trust administrator, you need to ask some important questions before deciding where to invest your families’ funds. As their trusted advisor, it’s your responsibility to ensure their funds are safe, secure, compliant. View this quick video to learn more.

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