Your Plan Goes with You
A great advantage of pre-planning is that your pre-arrangement goes with you. That’s good news if you have moved here from another state or city, the company you originally made plans with has changed ownership or is no longer in business – or if you simply want to work with Forest Lawn.
Being able to transfer your plan also protects you to make sure your wishes and financial investment is protected.
Let Us Help You with the Process.
At Forest Lawn, we have a lot of experience with pre-arrangement planning. We’re able to help you with the process for transferring your pre-arrangement in a way that ensures all the details are verified and that there are no surprises.
Contact the original funeral home or insurance company that issued your contract
Provide Forest Lawn with the company name on your plan and we will contact them about your policy to get the details we need to begin the transfer process.
Bring your policy to meet with Forest Lawn
Your pre-arrangement specialist will walk through your policy and contract details with you to review the selections you made regarding services and items like casket, urn and service details. This ensures we have a clear understanding of the type of service you envision and allows you to be sure it still reflects your wishes.
Tip: This is also a good time for you to review your policy, beneficiary and other details to be sure they are up to date or make any necessary changes to be sure your policy is in good standing.
Verify your price guarantee
One of the main reasons people pre-plan their final arrangements is to relieve family of any costs. Meeting with Forest Lawn helps to determine if those guarantees can be honored and discuss any financial details that you may have questions about.
Transfer paperwork
Once all the details have been reviewed, Forest Lawn will work with your original insurance company to finalize any paperwork – including a “Change of Funeral Home Form.” Both you and one of our funeral directors will sign off on the form and return it to the insurance company. We’ll also make copies of the form, your contract and policy – giving one set to you and keeping another set in our files.
