Funeral and Cemetery Trust Services
Regions Funeral and Cemetery Trust Services is a dedicated business division that focuses solely on funeral and cemetery trust needs throughout the country.
Because of Regions’ vast resources, we can offer a complete line of trust services for funeral, cemetery and crematory owners, which many smaller banks and trust companies are unable to provide.
The Regions Funeral & Cemetery Trust team of professionals include:
- a dedicated legal group which reviews state regulations, ensures timely transfer of assets in accordance with state law and drafts documents for client review;
- dedicated portfolio managers, familiar with the various state specific investment requirements, who tailor clients’ portfolios to meet their specific business needs;
- dedicated operations personnel to oversee any required regulatory reporting and the timely deposit, investment and withdrawal of funds in accordance with state regulations
We look forward to providing you with the type of investment and administrative services that this highly complex industry demands so that you can continue to focus on serving the families in your community.
Contact us to learn more
David Falconer
Senior Vice President, Funeral and Cemetery Trust Manager
713.244.8083