Third Party Administration

The Essential Planning Group has complemented its Master Trust program by implementing its very own trust recordkeeping component known as Third Party Administration (TPA). TPA was specifically designed to allow funeral homes and cemeteries the ability to designate their own Trustee/Custodial Bank and Investment Manager. With this service, we work collaboratively with the designated Trustee/Custodial Bank and Investment Manager to provide a fully-customized recordkeeping component.

TPA Features & Benefits:

• Monthly Statement of Account   
• Truschek Instant Claims Service
• Monthly Billing & Automatic Debit Service 
• Monthly Statistical Reports 
• Assistance with Preneed Annual State Reports 
• Endowment Care Recordkeeping 
• Client & Consumer Customer Care Services