Perpetus.ai — The Annual Report Every Preneed Family Deserves

Dear Mrs. Sample, Years ago, you made a thoughtful decision: you set arrangements aside so your family would never have to make them in a difficult moment. This report is our yearly promise kept — a clear account of where those arrangements stand, what has been set aside on your behalf, and how it is protected. You should never have to wonder.

Arrangement made

June 2019

guaranteed-price contract

You have paid

$8,450

of $8,450 — paid in full

Held in trust for you

$7,612

Sample Trust Bank, N.A.

Your contract status

In good standing

verified this year

I.What this means, plainly

Your money is held by an independent trustee.

Florida law requires that funds from preneed arrangements be deposited with a qualified trust institution — not held by the funeral home. Your deposits sit at Sample Trust Bank, N.A., where they are invested, protected, and reported on under state oversight.

Your price is locked.

Your contract guarantees the services and merchandise you selected at the 2019 price. Whatever those services cost in the future, your family will not be asked to pay the difference on guaranteed items.

When the time comes, one call.

Your family contacts us — day or night — and we take care of everything you arranged. No paperwork burden, no decisions under grief, no surprises. That is what you bought, and it is our duty to honor it.

Your rights are real.

This report is provided so you know exactly where your arrangement stands. If anything here is unclear, or if your wishes or contact details have changed, call us and we will walk through it together — and update your file the same day.

II.Where your money is held, and who watches it

Held by — your trustee

Sample Trust Bank, N.A.

500 Financial Plaza, Tampa, FL 33602

An independent, state-qualified trust institution — not the funeral home.

Your arrangement

Contract No. C-0187

Trust account No. •••• 4821

Guaranteed-price — paid in full.

Arranged through

Sample Funeral Home & Chapel

Florida Preneed License No. F019042

Licensed and examined under Florida Ch. 497.

III.Your account this year

Held in trust for you a year ago — Dec 31, 2025$7,360

Investment earnings this year, after all costs+$252

Amounts used for your services this year$0

Held in trust for you today — Dec 31, 2026$7,612

Your arrangement is paid in full, so nothing new was added this year — the trust simply earned a little on what was already set aside. And whatever it earns, your guaranteed price does not change. This balance is held for your family’s peace of mind, never a bill they will be asked to settle.

Delivers by email & mail, then logs it to your records.

Samuel Example

Owner & Licensed Funeral Director · Sample Funeral Home & Chapel · (305) 555-0100

Prepared with Perpetus.ai

A family that is kept informed is a family that trusts you with the next generation.

This is a concept with synthetic data for a fictional funeral home and a fictional family — not an actual report, a contract document, or legal advice. Consumer-facing language in the real product will be finalized with counsel, because informing a beneficiary is a legal act and deserves that care. Perpetus.ai · 2026 · Confidential working concept.

Confidential & proprietary. © 2026 Perpetus.ai. Shared in confidence for evaluation and discussion only. No part of this material — including its concepts, workflows, designs, and content — may be copied, reproduced, distributed, or used to develop similar products or services without the prior written consent of Perpetus.ai. All rights reserved.