The Funeral, Estate & Elder Services Fix Kit
Built for estate sale companies, senior move managers, elder care and funeral service providers.
Whether you work in funeral service or help families with estate and elder planning, the number that matters most usually isn't the final bill — it's whether the pricing you're looking at actually followed the federal rules that are supposed to make it clear and itemized. This kit finds where the money leaks in your own work and gives you the steps and the words to close each one.
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The 7 leaks it covers
3 you can close it · 3 the other side owes it · 1 a pro decides
- General Price List and phone price answers not meeting the FTC Funeral RuleWhere to look first: If you run or work in a funeral home: Check that your General Price List is itemized and handed out at the start of every face-to-face arrangement talk.Keep it from coming back: Test your own phone line after hours once a quarter, and re-train staff every time the price list changes.You can close it
- Flat fees that don't step up when an estate plan moves to a more complex tierWhere to look first: Nothing recovers a matter that is already closed — this kit is how you quote and scope the next one. Pull your flat-fee estate-planning matters from the last 12 months.Keep it from coming back: Quote from a written tier schedule. Put the tier, included documents and extras in every engagement letter, and send a scope-change letter before any added work.You can close it
- Elder-law time and scope growth that never reaches a bill or a retainer top-upWhere to look first: For each open matter, compare the work now underway — basic documents, Medicaid planning, guardianship, trust — against what your engagement letter and fee cover.Keep it from coming back: Sort every new matter into a tier before quoting. Put scope, extras and a retainer top-up term in the engagement letter, and reconcile time to bills every month.You can close it
- Funeral director / mortician paid below the federal pay range for the roleWhere to look first: Write down your total yearly pay, including on-call and removal pay.Keep it from coming back: Re-check your pay against the newest BLS figures each year before your review, and keep a log of your on-call hours.The other side owes it
- Funeral home manager paid below the federal pay range for the roleWhere to look first: Write down your total yearly pay (base plus any bonus).Keep it from coming back: Re-check your pay against the newest BLS figures each year before your review.The other side owes it
- A second non-declinable fee stacked on top of the basic services feeWhere to look first: If you run a funeral home: Go down your General Price List and mark every charge a family cannot turn down.Keep it from coming back: Check every new price list for a second required fee before it goes into use.The other side owes it
- Self-employment tax set-aside built on 15.3% when income runs above the wage baseWhere to look first: Add up your net self-employment earnings so far this year.Keep it from coming back: Re-check your year-to-date earnings against the wage base each quarter, before each estimated payment.A pro decides
Free: one full leak from this kit
No sign-up, no email. Here is leak 1 of 7 exactly as it appears in the kit, so you can see what you get before you buy.
General Price List and phone price answers not meeting the FTC Funeral Rule
You can close itIf you run or work in a funeral home:
- Check that your General Price List is itemized and handed out at the start of every face-to-face arrangement talk.
- Check that whoever answers the phone, day or night, gives price information from the price lists when asked — without asking for the caller's name or telling them to come in.
- Call your own line after hours and ask for a price; note how many calls it takes.
- Fix whatever fails: a price sheet by every phone, after-hours instructions for your answering service.
- If you are unsure whether a practice meets the Rule, ask your attorney or your state funeral board.
Your part: Make the test calls, fix the price list and train your staff.
Phone script for anyone answering our line — [FUNERAL HOME NAME] "Thank you for calling [FUNERAL HOME NAME], this is [NAME]. I can give you our prices right now. Which service are you asking about? … Our price for [SERVICE] is [PRICE FROM GPL]. Our basic services fee is [PRICE]. I can also send you our full General Price List by [EMAIL / MAIL] if you would like it. Is there anything else I can price for you?" (Do not ask for the caller's name or number before giving prices. Do not tell them they must come in to get prices.)
Test your own phone line after hours once a quarter, and re-train staff every time the price list changes.
What this kit can't decide for you: We do not say any named home is out of compliance. Attorney or state board decides how the Rule applies to a specific practice.
That's 1 of 7. The other 6 come the same way in the kit: steps, words to send, a habit to keep each one closed.
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What people in this work look up
When people working in funeral, estate and elder services go looking for answers, they search things like “home care business”, “elder care business”, “senior move manager”, “ftc funeral rule” and “estate sale percentage”. Those searches turn up forms, averages and other people's numbers. This kit starts from your own records instead: the 7 places money leaks in this work, where to look first and the words to send to close each one.
What you get for each leak
- Numbered steps to close each leak
- Your part, spelled out
- Words you can use: letters and scripts, ready to send (fill in the brackets)
- A habit that keeps each leak from coming back
- An honest line on what the kit can't decide for you
A page from the kit
Questions people ask
How should estate service fees change with complexity?
Flat fees that don't step up when work moves to a more complex tier are a leak the kit covers.
How do I bill elder-law scope growth?
Track time and scope as they grow, so they reach a bill or a retainer top-up. The kit shows how.
Does my price list meet the FTC Funeral Rule?
The General Price List and phone price answers have rules. The kit shows what to check.
What it can't decide for you
This kit works from your own records. It doesn't give legal, tax, licensing or financial advice, and it never tells you what to charge. Where a CPA, attorney, insurer or state board makes the call, the kit says so and gets your records ready for them.
11-page PDF · instant download after payment · Code VYR-KIT-LEGACY-01
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
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