THE INEX DIFFERENCE:
Products that Get Results.
For over a decade, INEX has been supporting the funeral industry with products offering support and guidance to client families.
Closing Affairs is a complete and comprehensive guide to estate settlement, a necessary step that all families are required to face. This resource provides support in a variety of ways including definitions, contact directories, processes, letters, spreadsheets, online support and so much more.
Closing Affairs allows you to provide an extra dimension of support and assistance to your client families while building your reputation, business, and revenue.
A Guide for the Coming Year
Once the funeral is over, the real work begins for your families. Even the smallest estate can take a year to settle. Closing Affairs is a complete guide to assist families with their estate settlement obligations. Quite simply, Closing Affairs is a year's worth of peace-of-mind for your families and a powerful business tool for you.
Help Your Client Families.
Whether the estate is simple or complex, an estate settlement resource is needed. Even the smallest estate requires certain steps and correspondence. INEX provides options for estate settlement tools that offer your client families the help they need.
Regularly enhanced and audited by a team of estate settlement professionals, these products offer value that families can immediately recognize.
Closing Affairs includes:
Getting Started Guide
Death Certificate Checklist
Credit Bureau Upload Program
Traditional portfolio option
3 Guide booklets (With a Will, Without a Will and Planning Ahead)
File Folders with agendas
Closing Affairs website with extensive information
Deluxe portfolio option
A great pre-arrangement sales tool
Closing Affairs includes a Planning Ahead section to encourage your families to consider getting their own affairs in order. In some situations, this is a wonderful opportunity to discuss preplanning and prefunding options.
- Organized in logical steps
- Includes letters, forms and checklists for the coming year