Transferring Trusts

 
 

 

 
  Do you currently have funeral trusts or prearrangements at another funeral home? Would you like to transfer them? You can, and we can assist you. According to Wisconsin Statute 445.125 Funeral Trusts are transferable. Funeral trust transferring is something that can very easily be done with as little as your signature. The funds that you have invested in a funeral trust are still yours and are to be used to cover the expenses of your funeral and you have every right to designate a different, beneficiary funeral home. The bank account, insurance policy or other trust vehicle needs to be changed to reflect the new, beneficiary funeral home but everything else can remain the same without creating any interest penalties.
 
If you need assistance or have questions regarding the transferring of trusts please contact Fuller-Speckien-Hulke Funeral Home at 715 832-5002. 
 
Click here to view letter to transfer trusts.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
     
 

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©2011 Fuller-Speckien-Hulke Funeral Home  
3209 Rudolph Road, Eau Claire, WI 54701
(715) 832-5002

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