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Transfer an Existing Funeral Prearrangement

Saddleback Chapel Mortuary will review an existing funeral prearrangement from another firm, including one purchased out of state, for possible transfer. Whether a plan can transfer depends on how it was originally funded and whether it is adequately funded, so each request is evaluated individually rather than accepted automatically.

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.

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Frequently Asked Questions

Can I transfer a prearrangement from another funeral home?

In most cases, yes, provided the plan is adequately funded. Each request is reviewed individually.
Out-of-state prearrangements are considered on the same funding-dependent basis as local transfers.
Yes. Accepted preneed funding applies to the firm’s current service package pricing.

To discuss transferring your funeral plan, call Saddleback Chapel Mortuary at (714) 544-1450.

We will walk you through every step.

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