Funeral Home Agent — US Market

Overview

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Open Cases

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Total Cases

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Revenue

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Active Pre-Need

Status Breakdown

Grief Support Resources

FTC Funeral Rule Compliance

The Funeral Rule requires you to provide a General Price List (GPL) to anyone who asks in person. Key requirements:

Provide GPL before discussing arrangements
Provide Casket Price List (CPL) and Outer Burial Container (OBC) Price List
Do not misrepresent legal/crematory requirements
Do not require casket purchase for direct cremation
Do not bundle required purchases
Use the Pricing & GPL section to manage your price lists

Cases

All Cases

Name	Date of Death	Status	Created

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New Case

Deceased Information

Enter the details you have. The more you provide, the better the generated documents.

Personal Information

Full Legal Name *

Age

Date of Birth

Date of Death *

Place of Death

Residence (City, State)

Cause of Death

Sex

Marital Status

Occupation

Education / Alma Mater

Family

Surviving Spouse

Children (one per line)

Grandchildren

Predeceased by

Father's Name

Mother's Maiden Name

Service Preferences

Obituary Tone

Religion

Disposition

Funeral Home

Service Date & Time

Service Location

Visitation Details

Burial / Cemetery

Additional Information

Military Service

Organizations

Hobbies & Interests

Memorial Donations

Additional Notes

Case

—

Select a case to view documents.

Selected Items & Services

No items selected. Click "+ Add Item" to add services.

Package Options

FTC Statement Preview

Click "Generate FTC Statement" to preview the compliance document.

Cremation Authorization Form

Complete this form when cremation is selected. Required by law in all 50 states.

Authorizer Full Name *

Relationship *

Address

Phone

Disposition Method

Crematory Name

Special Instructions

ID Type

ID Number

ID verified

SSA-721 — Statement of Death by Funeral Director

The funeral home reports the death to Social Security using Form SSA-721.

VA Burial Benefits Guide

For veterans and eligible dependents.

Online Memorial Page

Public Title

Life Story

Save the memorial to see a preview.

Guestbook Messages

Case Timeline

Update Status

New Status

Note

Disclaimer: All AI-generated content is a draft. All information must be independently verified for accuracy, completeness, and compliance with applicable laws before official use.

FTC Compliance

Pricing & GPL

General Price List

Click "Preview GPL" to generate the FTC-required price list.

All Items

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Packages

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Pre-Planning

Pre-Need Contracts

Client	Package	Total	Paid	Plan	Status	Date

Online Tributes

Memorials

Stock

Inventory

Type	Name	SKU	Qty	Cost	Retail	Supplier

Staff

Team Management

Email is the staff member's account identifier for future login, notifications, password reset, and assignment tracking. This version does not send email yet.

Name	Email	Role	Status	Actions