Introduce your client.
Share EasyHeir with your client using a referral link or a ready-to-send email.
THE CHALLENGE
Funeral planning shouldn't complicate Medicaid planning.
Attorneys regularly help clients navigate complex financial and legal decisions. Coordinating prepaid funeral arrangements can introduce another task involving funeral providers, pricing, documentation, and funding.
EasyHeir simplifies the arrangement process so you can remain focused on your clients' legal needs.
HOW IT WORKS
Your client makes the arrangements. We handle the process.
We coordinate the arrangements.
Your client selects a funeral provider, chooses services and merchandise, and reviews the costs.
Your client completes the process.
EasyHeir facilitates the arrangements and applicable funding documentation. Your client can share relevant documents with you for review when appropriate.
FUNDING FLEXIBILITY
Funeral arrangements that fit the broader plan.
EasyHeir supports both insurance-funded and trust-funded preneed arrangements, giving families options that can be evaluated alongside their Medicaid planning needs.
You determine the appropriate funding amount and structure based on your client's circumstances and applicable state requirements.
Medicaid treatment varies by state and arrangement structure. EasyHeir facilitates funeral arrangements and funding; it does not make Medicaid eligibility determinations or provide legal advice.
FOR YOUR PRACTICE
Focus on your clients. Not funeral arrangements.
Your practice handles the legal planning. EasyHeir handles the coordination with funeral providers and the arrangement process.
Your staff doesn't need to become experts in funeral merchandise, pricing, or preneed insurance administration.
Make funeral planning one less thing to manage.
Give your clients an easier way to establish funeral arrangements while keeping your practice focused on their legal needs.
Learn MoreInterested in learning more?
Share your contact information and we’ll follow up by email with more about how EasyHeir can support your practice. No client referral required.
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