Funeral home software built around the family, not the form.
Every case from first call to final payment in one file, the General Price List and itemized statement produced from the same price book, pre-need contracts billed in installments with trust deposits tracked, and families kept informed without a dozen phone calls.
Reply within one business day · Written scope and fixed price before any work starts
A proposed product shown with illustrative designs and demo data. We deliver it today as a custom build on our engines.
Status as of November 2026. How we label products
Active cases
14
Services this week
6
Certificates pending
4
At-need receivables
$38,420
Cases in progress
| Case | Disposition | Service | Next task | Status |
|---|---|---|---|---|
| Harold J. Pruitt | Burial · Oak Hill | Sat 11:00 | Obituary approval | Awaiting family |
| Maria E. Santos | Cremation | Memorial Nov 22 | Crematory authorization | Signed today |
| Robert L. Akers | Burial · VA national cemetery | Tue 10:00 | Death certificate | At registrar |
| Evelyn R. Doss | Direct cremation | - | Remains release | Ready Friday |
Today
- First call 02:40 · hospiceRemoval complete 04:15
- Arrangement conference 1:00 pmPruitt family · GPL emailed
- Vehicle conflict SaturdayLead car double-booked
Services
$6,345
Merchandise
$3,890
Cash advances (est.)
$2,215
Total
$12,450
Selected items
| Item | Price list | Price | Type | Check |
|---|---|---|---|---|
| Basic services of funeral director and staff | GPL eff. 01/01/2026 | $2,495 | Service | Matches |
| Embalming | GPL eff. 01/01/2026 | $895 | Service | Matches |
| 18-gauge steel casket, Silver Mist | Casket list | $2,640 | Merchandise | Matches |
| Opening and closing (Oak Hill) | Cash advance | $1,450 est. | Cash advance | Estimate |
| Death certificate copies (8) | Cash advance | $80 | Cash advance | Fee changed? |
Active pre-need contracts
312
Installments this month
$27,640
Trust deposits due
$18,120
Late installments
9
Contracts
| Purchaser | Contract | Paid / total | Trust portion | Status |
|---|---|---|---|---|
| W. & J. Calloway | PN-1184 · 36 mo | $4,410 / $8,820 | $3,087 | Current |
| D. Ferrante | PN-1203 · 24 mo | $2,150 / $6,450 | $1,505 | 2 missed |
| L. Banerjee | PN-0977 · paid in full | $9,300 / $9,300 | $6,510 | Fully trusted |
| G. Holloway | PN-1211 · 12 mo | $600 / $7,200 | $420 | Deposit due Nov 30 |
In short
Agenbord Recur for Funeral Homes is a proposed case management and billing system for family-owned funeral homes and small groups. It covers first call to final payment, the General Price List and Statement of Funeral Goods and Services Selected from one price book, pre-need installment contracts with trust deposit tracking, and family updates. It is a concept shown with illustrative designs, delivered as a custom build on our production recurring billing engine.
What slows family-owned funeral homes down today.
The price list and the contract drift apart
The General Price List is a Word file updated once a year, the casket list lives in a binder, and the arrangement statement is typed separately. One stale price and the family receives a statement that doesn't match the list they were handed.
Pre-need payments are tracked in a ledger book
Installment contracts sold years ago, partial payments, trust deposits that must be made on time, and a family who can't remember what was paid. Reconciling pre-need when the death occurs takes hours.
Families call because they don't know what's happening
When is the death certificate ready? Has the obituary been approved? What time is visitation? Each question is a call to a director who is in the middle of another service.
How the work flows through the system.
Each workflow runs on one shared record, so nobody re-types numbers between steps.
First call to arrangement conference
Director on call → arranger → family
- The first call is logged on a phone: decedent, place of death, informant, removal team and the time of transfer.
- The arranger opens the case and prints or emails the current General Price List the moment prices or options come up.
- Selections are made from the same price book - services, merchandise, cash advance items - and the casket and outer container price lists are offered before any are shown.
- At the end of the conference the Statement of Funeral Goods and Services Selected is produced with each item, its price, estimated cash advances and the total, for the family to keep.
- Tasks follow automatically: death certificate, permits, obituary draft, cemetery or crematory scheduling.
Pre-need installment contract
Pre-need counselor → office manager → trust
- The counselor builds the pre-need contract from the price book and the purchaser chooses a payment term.
- Installments bill monthly with autopay or a payment link; receipts are sent each time.
- For each payment the system calculates the portion that must go to trust under your state's rule and lists the deposits due.
- The office manager records each trust deposit; anything late is flagged.
- At need, the pre-need file converts to an at-need case with payments, trust balance and selections carried over.
Family updates
Director → family contact
- The family names one or two contacts and chooses SMS or email; consent is recorded.
- Milestones send short updates: obituary draft ready for review, visitation details confirmed, certificates ready for pickup.
- The family approves the obituary and photos from a link instead of an office visit.
- The balance, payments and final statement are visible in the same family link.
What's included in Agenbord Recur for Funeral Homes.
Case file
First call, decedent and informant details, vital statistics, removal, service plan and every task, in one file per case.
Price book
One source for the General Price List, casket and outer burial container price lists, packages and cash advance items, with effective dates.
Statement of goods & services
The itemized statement generated from the family's selections, with estimated cash advances and the total.
Pre-need contracts
Installment contracts with autopay, receipts, balances and conversion to at-need.
Trust deposit tracking
The amount due to trust from each payment under your state's rule, deposit dates and an exceptions list.
Family link
Updates, obituary approval, documents to sign and payment in one secure link for the family.
Tasks & checklist
Death certificate, permits, clergy, cemetery, crematory, flowers and vehicle tasks by case with due times.
Receivables
At-need balances, insurance assignments and payment plans with gentle reminders.
Reporting
Calls by type, average sale, cremation rate, pre-need sold and receivables by location.
AI that does specific jobs and shows its work.
Every AI feature is tested on your own records before it's switched on, and a person approves anything that moves money or goes to a customer.
Obituary first draft
Turns the arranger's notes from the conference into a first obituary draft in the family's tone, for the director and family to edit. Limits: it uses only the facts entered; dates and names are checked against the case file and flagged if they don't match, and nothing is published without family approval.
Statement check
Before the statement is given to the family, compares each line to the current price book and flags prices that differ, missing cash advance estimates or a package that doesn't match its components. Limits: it flags; the arranger decides.
Who it's for and who it isn't.
A good fit if you are
- Family-owned funeral homes handling roughly 75-600 calls a year
- Firms with one to five locations that share staff and a price book
- Homes selling pre-need contracts on installment plans
- Directors who want families updated by text or email without losing the personal touch
Probably not the right fit if you are
- Large consolidator groups with enterprise systems already in place
- Cemetery-only operations whose core need is plot inventory and interment records
- Firms that want a ready-made website, tribute pages and case management from one vendor today
Designed around the rules you work under.
Plain-English notes, not legal advice. Software supports your compliance process; it doesn't replace your attorney, CPA or compliance lead.
FTC Funeral Rule price disclosures
Under 16 CFR 453.2, a funeral provider gives a General Price List to anyone who asks in person about funeral goods, services or prices, offers casket and outer burial container price lists before showing those items, and gives an itemized Statement of Funeral Goods and Services Selected at the end of the arrangements discussion. The FTC says the Rule applies to pre-need as well as at-need arrangements. The price book is designed to support these documents from one set of prices. 16 CFR 453.2 · FTC - Complying with the Funeral Rule.
Online price disclosure is under review, not required
In November 2022 the FTC asked for public comment on amending the Funeral Rule, including requiring providers to post prices online. As of this page's date no final amendment has been adopted, so posting the GPL online is optional. Federal Register, Nov. 2, 2022.
Pre-need trust deposits vary by state
Florida, for example, requires a person collecting pre-need funds to deposit at least 70 percent of the purchase price collected for services in trust, with merchandise and cash advance items under their own formulas in the rules. Other states set different percentages and timelines, so the trust rule is configured per state and confirmed with your counsel. Fla. Stat. s. 497.458 · Fla. Admin. Code 69K-7.017. Not legal advice.
What exists today and what's being built.
Reused from our production engines
Capabilities of the engine this edition is built on.
- Automated scheduled invoicing with reminders
- Digital payment collection with automatic reconciliation
- Self-updating customer ledgers
- Shared messaging inbox with an AI assistant
- Customer app and owner dashboard
Built for your project
Scoped and delivered as a custom build.
- Case file with first call, vital statistics and task checklist
- Price book producing the GPL, casket and outer container price lists and the itemized statement
- Pre-need contracts with per-state trust deposit calculation
- U.S. card and ACH processing
- Family link with obituary approval and e-signature
- TCPA consent records for family text updates
Connects to the systems you already run.
Systems we integrate with
Named platforms are examples we build against through their public APIs - not partnership claims.
How it compares - honestly.
Established products are often the right answer. Here's when each one is the better choice.
| Product | What it is | The better choice when |
|---|---|---|
| Osiris | Long-standing funeral home management software covering case management, accounting and pre-need. | You want a mature, funeral-specific system with accounting included and staff used to a traditional desktop-style workflow. |
| Passare | Cloud funeral home software with case management, family collaboration and integrations, widely used by independents. | You want an off-the-shelf cloud platform with family collaboration you can adopt quickly. |
| Gather | Funeral home software combining case management, websites and memorial pages with family-facing tools. | You want your website, obituaries and case management from one vendor. |
What it costs, up front.
This edition is a concept delivered as a fixed-price custom build on the Agenbord Recur engine, plus your payment processor's fees. Price depends on locations, pre-need volume and history to migrate, and the states whose trust rules apply.
Pre-need billing & trust
From $12k
Installment contracts, autopay, receipts and trust deposit tracking for one state, synced to your accounting system.
6–10 weeks
Full funeral home edition
$25k–$60k
Adds case files, the price book, GPL and statement generation, family link, tasks and receivables.
3–5 months
Multi-location firm
$60k+
Several locations or states, shared price books with local variations, consolidated reporting and migration of pre-need history.
Phased
Family-owned funeral homes: common questions.
Does it produce the General Price List?
Yes. The GPL, casket price list and outer burial container price list are generated from one price book with an effective date, so the lists and the statement always use the same prices. You remain responsible for the content; the FTC's guidance is the reference.
Can it calculate pre-need trust deposits for our state?
It calculates the trust portion of each payment from the rule configured for your state - for example, Florida's percentages for services, merchandise and cash advances - and tracks each deposit. The rule is confirmed with your counsel or state association during setup.
How do families get updates without feeling processed?
Updates are short, written in your voice, and only at milestones the family agreed to: obituary ready, service confirmed, certificates ready. Directors can turn them off per case. Texts go only to contacts who gave consent.
Can we keep our website and tribute pages?
Yes. If your website provider has an API, approved obituaries can be published to it; otherwise the approved text and photos are exported for your web team.
Can we migrate our pre-need history?
Usually. Contracts, payments and trust balances are imported from your current system or spreadsheets and reconciled against trust statements before go-live.
Is this available today?
Not as a ready-made product. It is a concept delivered as a fixed-price custom build on our production recurring billing engine. If you want an off-the-shelf funeral system now, Osiris, Passare and Gather are established options.
Sources
- 16 CFR 453.2 - Funeral Rule price disclosures (Cornell LII)
- FTC - Complying with the Funeral Rule
- Federal Register - Funeral Industry Practices Rule, request for comment (Nov. 2, 2022)
- Florida Statutes s. 497.458 - Disposition of preneed contract funds
- Florida Administrative Code 69K-7.017 - Trust requirements
- FCC - Telemarketing and robocalls (TCPA)
Regulatory notes are plain-English summaries, not legal advice.
Concept
Want Agenbord Recur for Funeral Homes built for your business?
Send us your workflow and the systems you use. We'll reply within one business day, then a free 30-minute call, then a written scope with a fixed price - including an honest view on whether an off-the-shelf product would serve you better.
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