CEMETERY RECORDKEEPING
The ClearPoint Trust Cemetery Recordkeeping product was designed to provide you with a preneed recordkeeping solution for your cemetery contracts – Enhancing the financial management of the cemetery preneed program.
ENHANCED PRENEED PROGRAM
Automated Income Allocation
We provide administration of cemetery contracts with our proprietary recordkeeping system – automating the allocation of your income on at least a monthly basis.
Streamlined Payment Processing
Submit funds to ClearPoint Trust via ACH drafting the consumer’s account or personalized coupon books. ClearPoint Trust will apply payments to the contracts by agreed upon funding hierarchy.
Automatic Trust Calculation
ClearPoint Trust's system automatically calculates the amount of funds to keep in the trust based on state requirements.
STREAMLINED RECORDKEEPING
Downloadable Comprehensive Reports
Download reports to PDF or Excel for review, reconciliation, analysis, and completing state annual reports.
Secure Digital Gateway
24/7 secure online access to contract-level details, payment history, reports, submitting disbursement requests, uploading documents, and more through the ClearPoint Trust digital gateway.
About
ClearPoint Trust, a division of Community Bank, N.A. (“ClearPoint Trust”), is an industry leader in providing fiduciary services, investment management, recordkeeping, and reporting, with regulatory and compliance expertise.