At our funeral home, we are dedicated to meeting all the needs of grieving families. That's why we have introduced The Assist Program, which brings local financial professionals directly to our funeral home to assist families with their post-funeral needs. We believe in taking care of our families even after the services are complete.
To ensure a smooth transition for families, we personally reach out to them 3 to 5 days after the funeral and offer a free one-hour meeting. During this meeting, our professionals will guide families through a comprehensive checklist, helping them understand the next steps and connecting them with any necessary professionals.
We provide families with a team of dedicated experts, including CPAs, attorneys, real estate professionals, financial services professionals, and certified estate planners. These professionals are available 24/7 to answer any difficult questions that may arise.
By extending our services beyond the funeral, we become a full-service operation, handling every aspect both during and after the funeral. Additionally, this benefits families by generating pre-planning and estate planning leads, ensuring they receive assistance even before a death occurs.
Our Notification services reach out to all relevant companies and institutions, taking care of the non-legal aspects of estate paperwork completion. With The Assist Program, we serve as a remarkable lead source for pre-planning referrals, and we are able to handle all your pre-planning needs or refer them to your current program at no cost.
Choosing to partner with us will differentiate your funeral home from competitors. We also provide significant revenue sharing opportunities, offering an immediate boost to your funeral home's bottom line.
What sets The Assist Program apart is that it costs the funeral home nothing. While other marketing systems may require a significant investment, The Assist Program is a significant investment in the lives and well-being of the families we serve.
Dennis, the Owner and Founder of The Assist Program, has 15 years of experience in financial services roles, including investment management, banking, advance insurance strategies, and estate planning. As an insurance-licensed Certified Estate Plannerâ„¢ in the State of Illinois, Dennis is highly qualified to guide families through the estate closing process.
Please note that the information provided on this website is for general use. While we strive to provide reliable and accurate information, it is important to consider individual situations, and professional tax and financial advice should be sought. Your health and legacy goals should also be taken into account. Our services do not include tax or legal advice.
At Guardian Estate Solutions, Inc., we are committed to assisting families with their post-funeral needs and providing valuable support during difficult times.