Why Your Clients Should Pre-Plan Their Funeral

Written by

Kayleigh Feschuk

Why should you encourage your clients to pre-plan?

The loss of a loved one is one of the most challenging situations anyone can face. The stress and grief associated with the funeral planning process can make a challenging time even more overwhelming. To evade this situation, giving clients the tools to pre-plan their funeral will not only make sure their wishes are honored, but also provide their family and friends with emotional and financial support. In this way, the ability to assist your clients with the end-of-life process will positively reflect on you in the eyes of both your clients and their families. 

Here are the key benefits to outline to clients regarding pre-planning, and how those benefits will reflect on your business.

The Advantages of Pre-Planning

1. Stand out by giving your clients much-needed oversight over their estate plans 

Pre-planning a funeral will give your clients the autonomy to dictate how they want to be remembered. Your clients will have complete control over what type of ceremony they want, its location, and who officiates it. Pre-planning funeral arrangements also gives you the opportunity to help them choose a reputable funeral home that meets your clients’ needs and budget, demonstrating once again that you have their best interests at heart. Peace of mind, when it comes to death-related matters, is a rare gift that few service providers can give.

2. Build impactful connections by providing a sense of financial clarity and preparedness

Funerals can be a significant financial burden on families. By pre-planning a funeral, your clients get to allocate resources in advance, alleviating the financial burden on their loved ones while they are grieving. It will help them to specify the expenses that the estate will cover and those it won't, ensuring there is no ambiguity for surviving family members. Many financing options exist for funeral expenses, along with discounts from funeral service providers that your client may pre-plan with. Helping your clients develop a suitable plan means having an intimate understanding of their end-of-life wishes.

3. Nurture relationships with client’s family by returning time back to them

Pre-planned funerals enable families to avoid making emotional and hasty decisions when the time comes. With pre-planning, all arrangements can be made online or over the phone—without having to visit a physical funeral home location—so loved ones don’t have to worry about dealing with bureaucracy during their time of grief. Furthermore, a warm introduction to your client’s family in a compassionate manner such as this can assist greatly in retaining or gaining their portfolios after the death occurs.

Cadence’s role in estate planning

Cadence is a digital estate management platform that can serve as a valuable tool in this process. It guides executors and families through the planning and settlement process, making it less stressful and more manageable. By utilizing the Cadence Legacy Planner, your client can add important funeral details to the platform and share them directly with their executor, who will then have a clear understanding of your client’s funeral preferences once they pass away.

The best part for businesses? Implementing Cadence into your current workflow adds no extra work to your plate, yet reflects wonderfully on your service quality. Your clients can have peace of mind knowing that estate planning and settlement efforts are made simple with Cadence. You can book free consultation with a Cadence team member here.


Pre-planning for a funeral is an important step in ensuring one’s wishes are respected at the end of life, alleviating financial burdens on family members, and giving everyone involved the assurance of knowing there will be no surprises down the line. Whether it's talking with loved ones about what type of ceremony they would like or setting aside money in advance, there are many ways people can take control now so they don't have to worry later on down the road. Planning ahead can help make death easier on everyone involved; just remember - it’s never too early (or too late) to start thinking about end-of-life arrangements.