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This document outlines the creation of a Perpetual Care Trust Fund for the maintenance and management of cemetery spaces in accordance with Louisiana law. It details the roles of the Settlor and Trustee,

How to fill out perpetual care trust agreement

How to fill out perpetual care trust agreement

1. Begin by obtaining the perpetual care trust agreement form from your local cemetery or trust company.
2. Fill in the names and contact information of the individuals or entities establishing the trust.
3. Specify the cemetery or burial site that the trust will cover.
4. Determine the amount of funds to be deposited into the trust.
5. Include a detailed description of the care and maintenance services to be provided.
6. Specify the trustees responsible for managing the trust and their contact information.
7. Sign and date the agreement in the presence of a notary public if required.
8. Keep a copy of the completed agreement for your records.

Who needs perpetual care trust agreement?

1. Individuals who wish to ensure their burial site is cared for after their passing.
2. Families wanting to pre-arrange funeral and cemetery care services.
3. Cemetery operators looking to provide a responsible management system for end-of-life services.

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What is perpetual care trust agreement?

A perpetual care trust agreement is a legal arrangement that ensures the ongoing maintenance and care of a cemetery or memorial site by setting aside funds to be used for this purpose.

Who is required to file perpetual care trust agreement?

Typically, cemetery operators or owners are required to file a perpetual care trust agreement to ensure that funds are allocated for the proper care of the burial sites.

How to fill out perpetual care trust agreement?

To fill out a perpetual care trust agreement, one must provide details such as the trust's name, terms, fund amounts, beneficiary information, and signatures from involved parties.

What is the purpose of perpetual care trust agreement?

The purpose of a perpetual care trust agreement is to provide financial assurance that a cemetery or memorial site will be maintained indefinitely, safeguarding the interests of those who have purchased burial plots.

What information must be reported on perpetual care trust agreement?

Information that must be reported includes the trust's specific terms, the amount of money dedicated to the trust, the intended use of funds, identification of the trust manager, and any other legal requirements specific to the jurisdiction.