Software Overview:
Pre-Need Trusts

The MACCS™ Pre-Need Trust module provides all the tools necessary to track and manage investment trusts that your organization sells to cover the cost of services at the time of need. Recurring semi-annual interest calculations can be performed during the life of the trust and at the time of use. The base interest rate and matching rate are all adjustable within system setup. In addition, the semi-annual interest can be added into the balance of the trust or paid out the Trustor by check. All interest information is accumulated yearly to print and send 1099’s as well.

As MACCS™  is the completely integrated solution, the Pre-Need Trust module was designed to integrate with all aspects of the system. You can apply a Trust at the time of need as well as turn a “pending” Mortuary case into a Pre-Need Trust if needed.