Why Your Clients Should Pre-Plan Their Funeral

December 2, 2025

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.

Conclusion

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.

February 9, 2026
When my mom died, I left the funeral home with a checklist. It didn’t feel helpful. It felt crushing. I remember sitting at my kitchen table afterward, crying, staring at a list of things I was suddenly responsible for—forms to fill out, accounts to close, tasks to complete. I searched online for guidance, typed my mom’s date of death into one form after another, and felt the weight of it all pressing down at a moment when I was least able to cope. What struck me most wasn’t just the grief. It was the absence of a clear path forward. Instead of structure or support, I found broken, fragmented systems—and an overwhelming amount of responsibility placed on people in the rawest moments of their lives At the time, I assumed this was just my experience. Discovering a Shared Reality Over the years, that assumption proved wrong. Through volunteering in hospice, talking with families, and working alongside care providers, I began to hear the same story again and again. The confusion. The overwhelm. The feeling of being left alone to navigate a complicated web of tasks after loss. What I experienced wasn’t the exception. It was the norm And that realization stayed with me. A Better Way After Loss The period after a death is one of the most vulnerable times in a person’s life. Yet it’s also when we ask families to become administrators, coordinators, and decision-makers—often without guidance, clarity, or continuity of care. That didn’t feel right. Cadence exists because that time after loss deserves more structure, more clarity, and more care than it’s been given That belief is the foundation of everything we do. Built for Families, With Funeral Homes We built Cadence for families—but we work hand in hand with funeral homes. Why? Because funeral homes are often the last place families feel truly supported , and at the same time, the first place where responsibility begins Funeral professionals show up for families at an incredibly meaningful moment. Cadence is designed to extend that care beyond the service itself—helping families navigate what comes next with confidence instead of confusion. Doing This Together Cadence is not about replacing human connection. It’s about strengthening it. We’re here to do this work together—with funeral homes, care providers, and families—so no one feels abandoned once the ceremony ends. Supporting families long after the service isn’t an extra. It’s the work. And that’s why I built Cadence. About Rachel Drew, CEO & Founder of Cadence Rachel Drew is the Founder and CEO of Cadence. She founded the company after recognizing a critical gap in support for families following a death. With experience working alongside hospice providers, care teams, and funeral professionals, Rachel leads Cadence with a focus on extending care beyond the service and strengthening the role funeral homes play in supporting families long-term.
By Cydney Schwartz January 27, 2026
When someone dies, their identity doesn’t automatically disappear. And for families, that reality can create risks they never expected to manage. In the weeks and months that follow a death, families are juggling grief, paperwork, and a long list of unfamiliar responsibilities. During this time, a person’s identity is often still active across financial institutions, government agencies, and digital platforms, quietly creating an overlooked window of vulnerability. This risk is commonly referred to as deceased identity theft or “ghosting.” While it’s rarely talked about, consumer protection agencies consistently warn that it’s a real and ongoing issue—one that can add unnecessary stress and financial harm to families already navigating loss. This Identity Theft Awareness Week we’re helping families understand the risks after a loss, and how to limit them.
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