The specialized operating system engineered for funeral homes, mortuaries, cemeteries, and crematories. Distinctly separated from medical waiver software to ensure solemnity, dynamic FTC Funeral Rule General Price List (GPL) compliance, biometric chain-of-custody, and 12-month compassionate bereavement aftercare.
Federal Trade Commission regulations (16 CFR Part 453) impose severe civil penalties (up to \$50,120 per violation) for pricing disclosure errors. Provider Care: Legacy automates itemized pricing, mandatory disclosures, and digital distribution.
Automates required federal disclosures verbatim: Right of Selection, Embalming disclosure, Alternative Containers for Direct Cremation, and Basic Services of Funeral Director & Staff.
When casket or outer burial container wholesale prices adjust, your Casket Price List (CPL) and Outer Burial Container Price List (OBC) update instantly with effective dates tracked.
Generates branded, publication-grade GPL documents via WeasyPrint ready for in-person delivery or compliant online website posting.
Caring for a family does not end when the funeral concludes. Provider Care: Legacy automates compassionate, timely outreach that builds lifelong trust and pre-need interest.
Gentle bereavement check-in inquiring how the family is adjusting, offering grief recovery resources, and answering estate certificate questions.
Assistance with monument inscription, VA cemetery benefits, Social Security filings, and introductory advance planning information.
Personal invitation to your chapel's annual holiday candlelight service or community grief workshop, keeping your firm top-of-mind.
A dignified remembrance note honoring the deceased on their one-year anniversary, providing enduring comfort to surviving kin.
Eliminate identification errors and protect your firm from catastrophic liability. Provider Care: Legacy enforces strict multi-stage transfer verification with QR/barcode wristband tracking.
Empower Family Service Counselors (FSCs) with an embedded conversational coach trained on the "Big Five" discovery questions, Box 1 & Box 2 methodology, and dignified objection handling.
Guides counselors through compassionate discovery: understanding family traditions, military honors, burial preferences, budget considerations, and emotional priorities without pushy sales tactics.
Generates custom-branded counselor flyers with QR codes for community seminars, tracks pre-need survey responses, and provides executive pipeline visibility across multiple chapels.
Manage central intake, chapel scheduling, pre-need trust accounting, and staff production metrics across all mortuary and cemetery locations from a single dignified dashboard.
