Planning ahead, together
Everything you need
A complete platform designed specifically for pre-need planning.
Guided Conversations
Our AI gently guides families through important decisions, asking the right questions at the right time.
Detailed Documentation
Every wish is captured in a comprehensive, printable plan that families and staff can reference.
Personal Touch
Customize the experience with your funeral home's branding, services, and unique offerings.
Secure & Private
Bank-level encryption ensures all sensitive information stays protected and confidential.
Focus on care,
not paperwork
Let AI handle the detailed conversations while you provide the human touch that matters most.
Save Hours Weekly
AI guides families through planning conversations, freeing your staff for high-value interactions.
Track All Clients
See every family's progress, plans, and status in one dashboard. Never lose track of a lead.
Your Services, Your Prices
Upload your pricing documents. AI recommends your actual services, not generic options.
Plan with
peace of mind
A compassionate guide that helps document wishes at your own pace, without pressure.
Gentle Guidance
Our AI asks thoughtful questions about hobbies, values, and memories to create a truly personal plan.
No Pressure
Take your time. Save progress anytime. Return when you're ready. No sales calls, no rushing.
Clear Documentation
Get a comprehensive plan with ceremony details, timelines, and cost estimates all in one place.
How it works
Get started in minutes.
Invite family
Share your unique link with families ready to begin their pre-planning journey.
Invite Link
Copy this link to invite families
Family creates plan
AI guides a meaningful conversation and helps document every wish and detail.
Garden-themed ceremony with jazz quartet...
Review & finalize
Review submitted plans together, clarify details, and finalize with confidence.
Questions & answers
Everything you need to know.
Pre-need planning means making funeral arrangements in advance, before they're needed. It allows families to document wishes, choose services, and make decisions calmly — rather than during a stressful time of loss.
Our AI guides families through thoughtful questions about their loved one's life, interests, and wishes. It uses your uploaded pricing documents to recommend your actual services and creates comprehensive, personalized funeral plans.
Not at all. The interface is as simple as sending a text message. Families just answer questions in plain English, and the AI handles everything else. No apps to download, no complicated forms.
Absolutely. We use bank-level encryption to protect all sensitive information. Your data is never shared with third parties, and families control their own information.
Yes. Upload your service offerings and pricing documents, add your branding, and the AI will recommend your specific services to families. Each funeral home gets a unique invite link.
Families access a simple chat interface where they can have natural conversations with the AI. They can create plans, review details, and submit when ready — all at their own pace.
Yes. Plans can be updated anytime before they're finalized. Families can log back in, make changes, and save new versions whenever circumstances or preferences change.
Click 'Get Started' to create your funeral home account. Upload your pricing documents, customize your invite link, and start sharing it with families. The whole setup takes just a few minutes.
You can always step in. The dashboard shows every family's progress, and you can reach out directly if someone needs assistance. The AI handles routine questions so you can focus on personal support.
No. Families use the planning tool for free. Funeral homes pay a subscription to access the platform and receive submitted plans.
Ready to help families plan ahead?
Join funeral homes already using getpreplan.io to guide meaningful conversations and create lasting plans.