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2018 Legislative Schedule

As your trustee, we strive to keep you informed of any changes in the preneed and perpetual care/escrow state laws that may have an impact on your trust funds and contract requirements. Click on the 2018 Legislative Schedule button to view and download the schedule....

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Annual Grantor Letter Mailing – 2017 Tax Year

The Annual Grantor Letters were mailed on January 23, 2018. These annual tax forms are mailed to the grantors of the preneed trusts that have not elected QFT (Qualified Funeral Trust) status. If you have questions regarding the Grantor Letters, please contact Customer...

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2018 ClearPoint Holidays

Our office will be closed on the following Holidays in 2018: Martin Luther King Jr. Day, Presidents Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving, Christmas Eve and Christmas Day.   To print or download a copy of the 2018 ClearPoint Holiday...

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2018 NFDA CREMATION CONFERENCE

ST PETE, FL

FEBRUARY 23-25, 2018

WWW.NFDA.ORG/EDUCATION/EVENTS-CALENDAR

ABA, Wealth Management & Trust Conference

Orlando, FL

FEBRUARY 25-27, 2018

http://www.aba.com/training/conferences/pages/WMT.aspx

About

ClearPoint is a federally chartered savings bank offering unmatched expertise to funeral homes and cemeteries nationwide.

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News and Events

About

ClearPoint is a federally chartered savings bank offering unmatched expertise to funeral homes and cemeteries nationwide.

READ MORE

News and Events