We recently conducted pre planned funeral services for a man that died with no living relatives. Fortunately, the man was blessed with good friends that were looking out for his well being, even after his death. They came in prepared for a battle over the excess funds remaining in his pre-paid funeral trust, but left every satisfied. In his latter years expressed a preference for simpler services than when he made these arrangements years ago. Combined with the fact that our prices were substantially lower, the amount of the refund was in the thousands of dollars. We decided with the help of the friends to designate a couple of charities that he would support and donated the excess funds accordingly.


Posted by: Sam on Sunday, October 5, 2008
Why would friends be allowed to designate charities? Shouldn't the funds remaining in this person's estate go to the State for disbursement?
Posted by: David Ring on Monday, October 6, 2008
Good question! In these unusual circumstances, the decedent's assets were minimal, well below the amount at which point the Indiana Department of Revenue requires that an estate be opened. Furthermore, he was not on Medicaid.