R.S. Kane Funeral Home | | 448 Valridge Drive, Ancaster, ON L9G 0B2

Current Business Model

After The Funeral What do I do now? How do I settle the estate? Where do I get all those forms? How much will I have to pay? What is probate? Is there someone I can call?

When the family needs help the most –where do send them? Not able to control what level of care will be after the funeral. 70% of families do not file the legal documents in a timely manner. Most funeral homes provide an option to purchase an A/C book that requires the family to do the work. Counselors do not see all your families for a continuation visit. Missed preneed opportunity. Industry experts agree it costs 5 times more advertising dollars to attract a customer than to retain an existing one. The Problem

100% No cost aftercare program 100% Aftercare capture 100% of Family’s estates are completely finalized 100% Booked pre need consultation 100% Market differentiation 100% Funeral Industry GAME CHANGER The Solution

Director gives family an Executor’s Choice discovery folder. 2 estate counselors assigned to your home. We contact the family within 24hrs of DOD. Counselor meets with executor in the comfort of their home. The executor is presented with service options. Proprietary system is used to close down estate. Final documents are prepared on location. We are available to the family for one full year. We assemble a brief for their lawyer. How Executor’s Choice Works

New Business Cycle

Peace of Mind Professional guidance No need to price shop Estate affairs are CLOSED Huge cost savings Family Estate Planning Guide Final wishes recorded Continuous Care The Family Benefits

Full service care facility Competitive edge Grow your at-need business Increase client retention rates New profit centre NO cost for aftercare program 100% aftercare take up rates 100% pre need appointments Funeral Home Benefits

4 of 5 lawyers said “you are doing what we don’t want to do” No liability risk to the Funeral Home. Provide your families with the service they deserve. This is your opportunity to differentiate your business from the others! Comments

Questions?

Trust Companies & Law Firms: Most families can expect to pay from $4000 & up How Much?

Full estate management service Property management Business management Final document correspondence Application for appointment of trustee Disposition of assets Distribution of assets Beneficiary receipts Estate Fraud Protection Final Tax Return A La Carte Comprehensive in-home consultation Full final document completion & filing Letters of direction Notice to creditors Notice to beneficiaries Estate management guide Expense template Asset template Executor duty list File prepared for legal council One full year continuing care $495 Heritage PlanEstate Services

We are the people that deliver answers to your families. We work with you to complete the Customer Care Cycle. We bring your core values right to your family’s living room. We offer a100% service guarantee. It’s OK…

Complete Aftercare For Your Family