Perpetus.ai
Perpetus.ai
Switching to Perpetus.ai
Prepared for
Sample Funeral Home & Chapel
Migration
From your current administrator

Every vendor promises a painless switch — that part is table stakes. What actually matters is what the switch surfaces: the first time your entire book is reconciled against the trustee’s own statement, to the penny, including the variances no one has been catching. The reconciliation is the reason to move; the painless part is just how we do it.

How the switch works

Day 1
Connect
Read-only access to your current administrator and contract records. Nothing changes yet.
Days 2–3
Import
Contracts, beneficiaries, deposit history, and documents pulled in automatically.
Day 4
Reconcile
Every balance matched to your trustee’s latest statement; any variance flagged.
Day 5
Verify together
You review a plain-English reconciliation report; we resolve any gap before cutover.
Go live
Parallel-run, then cutover
Your trustee stays unless you choose to move it. Selling never stops.

What comes with you

✓Active preneed contracts — 486
✓Trust balances & funding history
✓Beneficiary & family records
✓Deposit & remittance history
✓Compliance filings & license records
✓Document vault — contracts & certifications

Reconciled before you commit

Contracts imported
486
Trust reconciled
$2,147,860
Unexplained variances
0
ties to the penny
Cutover downtime
None
Read-only — imports nothing until you approve cutover.
Why it’s safe
Read-only
first — nothing moves until you approve cutover
To the penny
reconciled against your trustee’s statement
No downtime
parallel-run through cutover — selling never stops
Your trustee
stays unless you choose to move it
More than a migration: the first time your whole book is reconciled to the trustee — to the penny, parallel-run, and reversible.

This is a concept with synthetic data for a fictional funeral home — not an actual migration, an offer of services, or legal or financial advice. Every figure is illustrative and ties to the sample statement, calendar, and family report. 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.