Cemetery and Funeral Trust Services

The funeral services industry is changing rapidly. New laws in some states now require cemetery and funeral pre-need trusts to be administered by an unaffiliated Chartered Trustee. Santa Fe Trust's Cemetery Trust Advisory Board brings a team of experts offering solutions in administration, investment, accounting, state reporting and tax filings for cemetery trusts. We can generally manage your company's cemetery and funeral trusts, so your time and people can be more productive. If you are performing one or more of these functions, we can help by "filling in the gaps" as needed. Our services can offer you, your regulators and your clients assurance that fiduciary oversight, administration and compliance are provided today and for years to come.

Choosing an independent, chartered trustee for administration shows the highest standard of care for your cemetery and funeral trust clients, assuring them that their end-of-life assets are secure in an independent, professionally managed trust.

Fees

If our administrative services are being recommended to a client there is generally no charge for our preliminary document review services.

We charge a fee for initial account set up, tax return preparation and extraordinary services. Our account administration fees are based on the greater of a percentage of the value of the trust's assets or our minimum account fee, charged monthly in advance. We also charge an account termination fee to ensure proper transfer of trust administration.