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Description
GoodTrust provides a comprehensive estate-planning solution that allows individuals to create their own complete estate plans, which encompass wills, trusts, powers of attorney, healthcare directives, funeral directives, and directives for pets, all through an easy-to-follow, fill-in-the-blank format. This platform is designed to ensure that estate plans are legally recognized in all 50 states and permits each family member to establish their own plan without incurring extra charges. A standout aspect of GoodTrust is its Digital Vault feature, which securely houses estate planning documents, online account information, and legacy instructions, ensuring users maintain full authority over who can access and share these details. The user-friendly system simplifies the process: individuals simply respond to straightforward questions regarding their personal and familial information, generate their documents, have them signed by two witnesses, and then upload the signed paperwork into their Digital Vault. GoodTrust highlights that users can complete their estate planning in as little as 20 minutes, while also offering the flexibility to make adjustments or updates to their plans whenever needed, making the service not only efficient but also highly adaptable. This ensures that individuals can keep their estate plans relevant as their lives evolve over time.
Description
Pallsheet is a specialized software solution designed for funeral arrangements, catering specifically to independent funeral homes operating in a single location across the globe. It allows funeral directors to efficiently create and manage arrangement records alongside families using either an iPad or laptop, facilitating the generation of four essential documents: a detailed Statement of Funeral Goods and Services based on the home's General Price List, a service sheet intended for staff and clergy that omits pricing, a draft obituary, and an invoice outlining deposits, payments, and the remaining balance. Any updates made to details automatically refresh all related documents, while the signed versions are securely locked. Instead of requiring multiple entries, family information is only entered once, streamlining the process for the arrangement form, contract, obituary, program, and invoice. Additionally, obituary drafts can be regenerated without losing any previous edits, enhancing flexibility. Staff members are empowered to log deposits and payments and can mark a case as closed once all matters are settled. The platform supports up to five team logins, and users have the ability to export their data whenever needed. Notably, there are no setup fees or binding contracts involved, and prospective users can take advantage of a risk-free 14-day trial without needing to provide payment details. Furthermore, Pallsheet is designed to simplify the entire process, ensuring that funeral homes can focus on providing compassionate care to families during difficult times.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$149 one-time payment
Free Trial
No
Free Version
No
Pricing Details
$59/home/month
Flat $59 per funeral home per month, with no setup fee or contract. Includes up to five team logins. A 14-day free trial is available without a payment card.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
GoodTrust
Founded
2020
Country
United States
Website
mygoodtrust.com
Vendor Details
Company Name
Doteli
Founded
2026
Country
United States
Website
pallsheet.com
Product Features
Product Features
Funeral Home
Cemetery Management
No
Cremation Management
No
Financial Reporting
No
Funeral Ledger
No
Lot Management
No
Merchandising
No
Pre-Need Management
No
Routing
No
Alternatives
Alternatives
No Alternatives
