Documents & E-Signatures

Funeral home e-signature software

Build the document packet from the case, send it to the family, and let them sign from any device. Signed copies file back to the case automatically, with unlimited signatures and no per-signature fee.

Who it is for

  • Firms that mail or hand-carry forms for wet signatures
  • Arrangers who rebuild the same packet for every case
  • Families who cannot come in to sign in person
  • Owners tired of per-signature charges from e-sign vendors

What it replaces

  • Printing, scanning, and faxing authorization forms
  • Per-signature fees from standalone e-sign tools
  • Hunting for a signed PDF in email threads
  • Re-typing names and dates onto each blank form

How documents and e-signatures work

The packet is built from data already on the case, so you fill it once and send it in minutes.

  1. 01

    Generate the packet

    Pull authorizations, statements, and disclosures with the family and decedent details already filled in from the case.

  2. 02

    Send for signature

    Email the packet to one or several signers and mark who needs to sign which forms.

  3. 03

    Family signs from any device

    Signers open the link on a phone, tablet, or computer and sign without an account or app.

  4. 04

    Signed copies file themselves

    Completed documents store back on the case automatically, so the record is always current.

  5. 05

    Retrieve anytime

    Find any signed copy on the case later, and export your documents whenever you need them.

What you get

Unlimited signatures

Send as many documents and request as many signatures as a case needs, with no per-signature fee.

Sign from any device

Families sign on a phone, tablet, or computer with no software to install.

Packet generation

Assemble a full arrangement packet in one step instead of opening forms one at a time.

Prefilled fields

Names, dates, and decedent details flow in from the case so you are not retyping them.

Stored on the case

Every signed copy lands back on the case record, filed with the rest of the file.

Multiple signers

Route the same packet to more than one family member when a form needs several signatures.

Common questions

Is there a per-signature fee?

No. Signatures are unlimited and there is no per-signature charge, so the cost does not climb with a busy month.

Do families need an account to sign?

No. They open the link you send and sign from any device, with no app or login required.

Where do signed documents go?

Signed copies store on the case automatically, so the signed version always lives with the rest of the case file.

Can I export my documents?

Yes, anytime. Your signed documents and records are yours to export whenever you want.

See a packet signed start to finish

In 20 minutes we generate a packet, send it for signature, and show the signed copy filing back to the case.