Perpetus.ai
Perpetus.ai
New arrangement
Prepared for
Sample Funeral Home & Chapel
Workflow
Guaranteed-price preneed

Selling preneed is the part the industry has figured out. Funding it to the right trust percentages, registering it with the State, and keeping it compliant and reconciled for the next twenty years is the part that quietly breaks. Perpetus.ai is built for that part — so every new arrangement enters the book clean.

The proposal

Family: Eleanor R. Hayes Guaranteed-price · paid in full
Guaranteed goods & services $7,200
Cash-advance items $1,250
Total arrangement $8,450
✓ Ch. 497 disclosures auto-attached · Trust funding preview: 70% services · 100% cash advance · greater of 30% / 110% merchandise.
Signs, funds the trust, and schedules reporting in one step.

What happens after they sign — automatically

Sign
Register with State
Fund the trust
Schedule family report
At-need ready

This month's new arrangements

New arrangements
11
across all locations
Auto-funded to trust
100%
at the statutory split
Compliance exceptions
0
registered on signature
New face value
$96,400
this month
Why this is different
~8 min
to a signed, funded arrangement
0
compliance steps to remember
100%
auto-funded to trust on signature
1
annual family report, scheduled automatically
Write the arrangement once. Perpetus.ai funds the trust at the statutory split, registers it, and schedules the family report — correctly, every time.

This is a concept with synthetic data for a fictional funeral home — not an actual sales tool, 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.