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Funeral and Cemetery Trust Services

Regions Funeral and Cemetery Trust Services is a dedicated business division that focuses solely on funeral and cemetery trust needs throughout the country. Because of Regions’ vast resources, we can offer a complete line of trust services for funeral, cemetery and crematory owners, which many smaller banks and trust companies are unable to provide. The Regions Funeral & Cemetery Trust team of professionals include:

  • a dedicated legal group which reviews state regulations, ensures timely transfer of assets in accordance with state law and drafts documents for client review;
  • a dedicated tax group to compute, review and prepare federal and state returns;
  • dedicated portfolio managers, familiar with the various state specific investment requirements, who tailor clients’ portfolios to meet their specific business needs;
  • dedicated operations personnel to oversee any required regulatory reporting and the timely deposit, investment and withdrawal of funds in accordance with state regulations

We look forward to providing you with the type of investment and administrative services that this highly complex industry demands so that you can continue to focus on serving the families in your community. Call us at 1-800-850-0571.

Funeral and Cemetery Trust Insights Vol 1

 

Some products and services are made available through Regions Asset Management, a business unit within Regions Wealth Management. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"). RIM is an Investment Adviser registered with the U.S. Securities & Exchange Commission pursuant to the Investment Advisers Act of 1940. RIM is a wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.