Other Professionals

Why 50+ Professionals Trust us to help them in Unbiased Preplanning Services

Serving with compassion, clarity, and professionalism.

When it comes to end-of-life planning, professionals need a partner they can trust — someone who understands the sensitivities of the families they serve and the legal and logistical details behind the scenes. That’s why more than 50 attorneys, rep payees, fiduciaries, and guardians across the Midwest refer their clients to us. 

Deep Understanding of the Process

Elise Schumacher is a licensed funeral director with over 15 years of real-world experience supporting families at time of need. Her professional background means she understands: 

  • Funeral home protocols and requirements 

  • Medicaid compliance rules

  • Policy structuring and benefit protection 

  • The emotional complexity of family dynamics

  •  Elise brings both knowledge and heart to every conversation — with clients and with the professionals who refer them. 

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Collaboration with Attorneys and Fiduciaries

We are not a funeral home, which means we can provide unbiased, neutral guidance and work seamlessly with: 

  • Elder law attorneys on Medicaid-compliant spend downs 

  • Guardians and conservators with legal authority to make arrangements

  • Estate planners and trust attorneys for pre-funding and long-term planning 

  • Rep Payees and financial professionals looking to secure funds for qualified expenses

  • We understand your world — the documentation, the deadlines, and the need for clear communication. 

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Educational Seminars for Professionals

We also offer custom educational seminars and workshops tailored for attorneys, guardians, and fiduciaries. These sessions provide up-to-date information on: 

  • Funeral preplanning basics

  • Medicaid spend down strategies 

  • Burial policy structuring 

  • Legal considerations and compliance 

  • Partnering with Midwest Preplanning on education empowers your team and clients to make informed decisions with confidence.  

A woman standing with her arms crossed in front of a presentation screen that reads 'A Fond Farewell' and discusses funeral planning options. She is in a conference room with a table, two drinks, a laptop, and papers.

Organized, Transparent, and Thorough

 Professionals appreciate our attention to detail. Each preplanning case includes:

  • A complete client file 

  • Written funeral wishes and itemization

  • Copies sent to attorneys, funeral homes, and financial parties as needed

  • Transparent pricing and policy documentation 

  • Ongoing availability to answer questions, adjust plans, and support transitions 

  • We don’t just plan — we follow through.  

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 A Trusted Extension of Your Team

When you refer a client to us, we reflect the professionalism and care that you deliver.

We are:

  • Respectful of your client relationships

  • Committed to confidentiality

  • Responsive to your timeline

  • Transparent in communication

  • Many of our professional partners say they consider us an extension of their team —and that’s exactly how we like it.

If you're an attorney, rep payee, guardian, or financial professional looking for a trusted resource in preplanning, we would enjoy speaking with you.

Let’s discuss how we can support your work, your clients, and everyone’s peace of mind.

 Interested in Partnering with Us?