Master Trust Services

American Funeral & Cemetery Trust Services (AFCTS) is a Master Trust program designed for the death care industry dedicated to providing its clients with the most comprehensive management services available. We cater specifically to the following industries: funeral homes, cemeteries, cremation providers and state funeral director associations.

WE OFFER... the following unique features and benefits at no additional cost:

Complete Turnkey Operation - AFCTS provides all of the necessary contracts, deposit transmittals, postage-paid envelopes, and other forms and materials. We offer toll-free telephone and fax numbers for our clients as a convenience.

Simple Rollover Procedure From Current Program - AFCTS will facilitate the rollover from your present program using a simple and uncomplicated procedure. We provide all of the necessary forms and complete all that is required to accomplish the transfer in a timely manner.

Low All-Inclusive Fee - The Essential Planning Group provides the AFCTS Master Trust program to its clients at a very competitive rate. The all-inclusive fee that we charge includes the Trustee and Investment Manager costs, the costs for administration, supplies, and computer services are also included. Additionally, fees cannot be increased without a sixty (60) day notification to the funeral home or cemetery.

AFCTS Master Trust Features & Benefits:

Assistance with State & Federal Tax Reporting
Full-Time Client Services Director
In-House Management and Staff Training
Personalized Individual ID Cards
Direct Dial Toll-Free Phone Numbers for Convenience
Periodic Newsletters
Promotional Brochures

Our Client Services Department also periodically informs clients of new legislation, procedural changes, and other items of interest.

There are no additional costs and there are no membership fees to become a participant in any of The Essential Planning Group products. The AFCTS Master Trust is privately managed and does not require membership in any trade association to participate.