Futura Funeral Trust

Pre-need trust services provided by:

 

  • Fiduciary Partners, Inc., Trustee, handles the trust oversight, accounting and administration.  Fiduciary Partners manages and accounts for all pre-need contract transactions, including new accounts and additions, death claims and cancellations.  www.fiduciarypartners.com.

 

*      Jennifer Fechter, Trust Administration Specialist, is responsible for the day-to-day administration, and is your primary contact for setting up new accounts or additions, handling payouts, and any other questions or matters that we can assist you with.  Feel free to call Jen with your administrative and accounting questions and requests.  Please fax or email to her any account documents, such as pre-need contracts or payment claims.

  • Direct toll-free phone number            855-408-9285
  • Fax number                                            920-882-4283
  • Email address                                        jen@futuratrust.com
  • Mailing address                                   Fiduciary Partners, Inc.

3913 W Prospect Ave, Ste 201, Appleton,WI54911

 

*      Richard H. Gamble, Vice President, manages funeral trust services for Fiduciary Partners.  Feel free to call Jen, and to fax or email to her any account documents, such as pre-need contracts or claims.

  • Phone number (toll free)                     866 380-9969
  • Email address                                        rgamble@fiduciarypartners.com
  • Mailing address                                   Fiduciary Partners, Inc.

3913 W Prospect Ave, Ste 201, Appleton,WI54911

 

 

  • Sheehan Financial Services, Inc (with securities offering through LPL Financial Investment Advisor) is the investment advisor for the trust, and offers a full range of exceptional financial services for funeral directors and your businesses.  http://lplfinancial.lpl.com.

*      Terry Sheehan, LPL Investment Advisor Representative, advises the trustee and consults with the investment manager regarding the trust investments, and communicates with funeral directors regarding investments. Should you have any questions regarding the trust investments, please contact Terry.

  • Phone number                                      847 672-7851
  • Email address                                        terrence.sheehan@lpl.com
  • Mailing address                                   Sheehan Financial Services

38768 N Gish Ave, Beach Park,IL 60099

 

 

  • Genworth Financial Wealth Management is a leading provider of investment management services to financial advisors and institutions.  The firm is a subsidiary of Genworth Financial, a Fortune 500 global financial services company. In consultation with Terry Sheehan, Genworth Wealth Management is the investment manager for the trust.  Terry would be pleased to answer your questions and provide you with information on Genworth and the trust investments.