Programs & Procedures

PrePlan Partners with DocuSign to Offer Electronic Signature Option

PrePlan Funeral Trust has established a relationship with DocuSign*, allowing your consumers to prearrange from anywhere, any time.

Why DocuSign? Through extensive research, we learned that DocuSign’s core values greatly aligned with our own. Their mission is to “accelerate business and simplify life for companies and people around the world” and make it a priority to ensure a safe and secure experience for customers and their consumers (aka you and your families). Like PrePlan, DocuSign meets or exceeds stringent US, EU and global security standards and are committed to protecting customer data.

In addition to their commitment to safety and security, their intuitive electronic signature solution cannot be beat.

  • Convenient: Sign and agree virtually anywhere, anytime.
  • Simple: Ease of use with one-click simplicity.
  • Fast: Reduce time to sign dramatically.
  • Safe: Your information is private and protected. Always.

As we begin this program, each active participating PrePlan firm will receive one primary DocuSign account. Bonus: in addition to PrePlan documents, participating firms will have the ability to use this service in all areas of the business. You also have free access to DocuSign’s comprehensive resource library and easy-to-use tutorials.

To take advantage of this program, please complete a quick Authorization Form. Upon providing this information to PrePlan, you will receive account information directly from DocuSign.

Please contact our office with any questions: 800.577.3752 or

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. Thank you for your membership and confidence. We look forward to serving you.

* No fee to active PrePlan participating NYSFDA member firms.

PrePlan Funeral Trust 2022. All rights reserved.