The Essential Planning Group is a nationwide preneed and endowment care master trust and trust administration service.  Our expertise is comprehensive, efficient, compliant service to funeral and cremation providers, cemeteries, state funeral associations and financial institutions ─ helping them maintain focus on their clients and communities while improving preneed business outcomes.

Our services include American Funeral & Cemetery Trust Services (AFCTS), American Prepaid Cremation Services (APCS), state trust administration, third party administration (TPA), and the Worldwide Travel Protection Plan.