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Are you applying for or a current recipient of Supplemental Security Income, Medicaid or General Assistance? 

If the answer is yes, then it makes sense for you to prepay your funeral.  Most states allow you to prepay for your funeral with an irrevocable account without affecting your eligibility for any of these government benefits. 

 

Depending upon the laws of the state where you reside, there are generally four types of irrevocable accounts you can establish to prefund your funeral – an annuity, savings account, insurance policy or a trust fund. 

 

All you need to do to get started is set up a meeting with your local Trust Family Affiliate and preplan your funeral.  Once you have made the selections which best meet your desires and budget, the funeral director will then establish the irrevocable account of your choosing to hold your preneed funds.  It’s that easy.

 

How will preplanning benefit me?

If you are applying for these government benefits or anticipate applying for them in the future, it makes sense for you to preplan for the following reasons:

  • You can plan the funeral of your choice before your assets are exhausted paying for medical care

  • You can plan the funeral of your choice before your assets are reduced to the eligibility level required to qualify for these government benefits

  • You can find out if any special benefits are available to you at the time of death, i.e. veterans administration, social security, union or employee pension funds or from state or local governments

Remember that once funds are placed in an irrevocable account, those funds can only be used for funeral expenses.  They can not be refunded to you or used for any other purpose, but you may change your funeral arrangements at any time.

 

How do I get started?

Just give one of our Trust Family representatives a call at 1-877-WE-R-TRUST or click here to send us an e-mail and we will be happy to connect you with the Trust Family Affiliate closest to you.   



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Information for Medicaid and
Supplemental Security Income Recipients