Transfer an Existing Funeral Prearrangement
Life changes. Families move. Preferences evolve. If you or a loved one made pre-arrangements with another funeral home and now want those plans carried out by Saddleback Chapel Mortuary in Tustin, California, we can help you make the switch. The process is simpler than most people expect, and our team handles the heavy lifting.
Why Transfer Your Plan Here
- Existing prearrangements reviewed individually, not accepted or rejected automatically.
- Out-of-state prearrangements considered, subject to funding review.
- Preneed funding, once accepted, applies to the firm’s current service package pricing.
- Independent, family owned since 1963, serving Orange County families.
How the Transfer Process Works
Step 1: Contact Us
Call Saddleback Chapel Mortuary at (714) 544-1450 or visit our contact page. Let us know that you have an existing pre-arranged plan with another funeral home and that you would like to transfer it. We will ask a few basic questions about the original arrangement.
Step 2: Provide Your Plan Documents
We will need a copy of the original pre-arrangement contract and any associated insurance policy, trust agreement, or funding documentation. If you do not have these documents readily available, we can help you obtain them from the original provider.
Step 3: We Handle the Transfer
Our team works directly with the original funeral home and any associated funding company to transfer the plan and the funds to Saddleback Chapel Mortuary. We manage the paperwork, the communication, and the coordination. You will be kept informed at every step.
Step 4: Review and Update
Once the transfer is complete, we sit down with you to review the plan. This is an opportunity to confirm that all preferences are current, make any updates, and ensure that the plan reflects your wishes as they stand today. Plans can be updated at any time after the transfer.
Frequently Asked Questions
Can I transfer a prearrangement from another funeral home?
What if my plan was purchased in another state?
Will my preneed funds apply to current pricing?
To discuss transferring your funeral plan, call Saddleback Chapel Mortuary at (714) 544-1450.
We will walk you through every step.