Funeral & Cemetery Trusts

We help increase your funeral home or cemetery’s profitability, with as little worry and stress as possible.

Funeral & Cemetery Trust Services Overview

Serving the U.S. Deathcare Industry

Argent’s Funeral & Cemetery Trust Services is a dedicated business group that provides customized services to deathcare industry companies in the United States.

Backed by a veteran team with decades of experience, our proven solutions increase profits for clients and reduce the worry and stress of managing their business. Our professionals adhere to the highest fiduciary standard of care that legally binds us to always put the client’s best interests first.

Continue reading below for more details on our services for the deathcare industry.

Why Choose Argent

The quality and depth of our client relationships—built on the authenticity and integrity we strive to bring to every facet of our services—is at the heart of how Argent navigates the intricate, complex nature of your cemetery and funeral trust needs.

Our team includes a dedicated legal staff well-versed in the deathcare industry regulations for each state in which we serve clients, as well as an experienced team of portfolio managers familiar with the various state-specific investment requirements and who tailor clients’ portfolios to meet their specific business needs.

Argent’s funeral and cemetery trust administration personnel oversee all required annual regulatory reporting with care and handle the timely deposit, investment and withdrawal of funds in accordance with state regulations.

 

Argent’s Funeral & Cemetery Trust Services

The following services are all customizable to fit the specific circumstances of each business we serve:

Preneed Trusts
Perpetual Care Trusts
Merchandise Trusts
Pre-construction Trusts
Investment Management

 

Investment Management Services

Argent’s clients enjoy the advantage of having an investment professional dedicated to their specific accounts and investment needs. Based on and guided by each state’s specific statutory guidelines, we use a combination of proprietary (individual) equity and fixed income strategies, mutual funds, ETFs and alternatives and combine both active and passive styles. 

Argent also provides performance reporting, investment monitoring and due diligence and a robust third-party manager platform. 

 

Where to Start

Transferring your trust accounts to Argent Trust is simple and streamlined. Our team will perform a comprehensive review of your existing trust documents and update them, if needed. We will then draft the necessary trust transfer documents and secure any required regulatory approvals. From the initial transfer to daily trust management, we are committed to providing you exceptional trust services. 

To begin, contact Jim Breaux, Senior Vice President, Institutional Services at (504) 291-8840.

Complete the form below to begin a discussion with an Argent professional about this service:

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