Run your entire funeral home from one AI agent — first call to one-year aftercare. Built for funeral directors who need FTC compliance + family-care precision, not another spreadsheet bolted onto QuickBooks. ## What's included - **Arrangement conference** — 4-phase checklist covering decedent info, service selections, disposition (burial / cremation / green), and financial arrangements - **Obituary writer** — newspaper, online, social media formats; family approval workflow with track-changes-style revision history - **FTC-compliant pricing documents** — General Price List (GPL), Casket Price List (CPL), Outer Burial Container Price List, itemized Statement of Funeral Goods & Services Selected - **22-point FTC Funeral Rule audit (16 CFR Part 453)** — cremation authorization, embalming disclosures, casket-price-list presentation, telephone price quote obligation, all of it - **Pre-need contract records** — pre-need vs. at-need tracking, state-required disclosures, irrevocable vs. revocable, beneficiary updates - **Death certificate workflow** — flags the top return errors before filing (occupation listed as "retired," vague cause of death, missing SSN, mismatched maiden/married name) - **Vendor coordination** — florists, clergy, musicians, obituary outlets, cemetery, vault providers, monument; per-service contact log - **12-month, 8-step aftercare sequence per family** — week 1 sympathy card, week 6 grief-resource share, month 3 estate-paperwork reminder, month 6 holiday check-in, anniversary card, ongoing; the highest-ROI activity in funeral-home retention - **Veteran services workflow** — DD-214 burial benefits, military honors coordination with DoD, flag presentation, headstone application - **Cremation chain of custody** — ID viewing, authorization signatures, retort logs, return-of-cremains tracking - **Per-state casket / embalming / waiting-period law lookup** ## Limitations - **Not a CRM** — tracks family files within itself; if you scale past 500 active aftercare families, integrate with Passare / OSIRIS - **Not a payment processor** — generates itemized statements; collection via Stripe / ACH / FH-specific billing systems - **Not legal counsel** — FTC audit + state-law lookup are starter; preneed regulatory disputes + estate litigation need attorney - **U.S.-FTC-focused** — Canadian (CCFTA) + UK funeral regs entirely different - **Not a casket retailer** — generates the price list, you stock the inventory ## Best fit Independent funeral homes (1-3 locations), solo funeral directors, family-owned multi-generation operators. Especially valuable for FH owners who haven't done a fresh FTC Funeral Rule audit in 2+ years — the FTC announced re-enforcement priority in 2024, and a non-compliant GPL or undisclosed embalming charge is a $50,652/violation penalty (2024 max). The 12-month aftercare sequence alone typically lifts referral rates 25-40% — and referrals are 80% of independent FH growth.
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