A signature packet is simply the set of forms a case requires, bundled so the family signs them together rather than one at a time. The value is in the bundling: instead of emailing five forms and reconciling which came back, you send one packet, track it as a unit, and file it back as a unit. Here is how to build one well.
What to include
- Authorization to embalm or cremation authorization, as applicable.
- The general price list acknowledgment.
- Service and merchandise selections.
- Any release or permission forms the case needs.
- The responsible-party and payment authorization, where used.
How to assemble it
- Start from the case so the decedent and family details are pre-filled.
- Add the forms this specific case requires.
- Mark required fields so nothing can be left blank.
- Identify each signer and the role they sign in.
- Send the whole packet as one secure signing link.
After it is signed
When the packet is signed, the documents should return to the case automatically, with an audit trail recording who signed, when, and which version. That is what makes the packet not just a sending convenience but a complete, retrievable record on the case.
What to ask software vendors
- Can I assemble a packet from the case with details pre-filled?
- Can I require fields and identify each signer’s role?
- Is the packet sent and tracked as one unit?
- Do signed forms return to the case with an audit trail?
How FuneralHQ handles this
FuneralHQ assembles the signature packet from the case with details pre-filled and required fields enforced, sends it as one secure link, and returns signed documents to the case with an audit trail. E-signatures are unlimited with no per-signature fee.
Related resources
Read how digital signature packets work and digital forms: what to automate first.