For funeral homes
The service ends. The paperwork is only getting started.
Give every family a step-by-step plan for the months after the service. They lean on you less for paperwork, remember you more, and come back when it’s time to plan ahead.
The partner portal is in beta. A person reads every application.
You hand over a folder. Then the calls come back to you.
Families leave the arrangement conference with a lot on their minds and a printed list on top. Weeks later they phone you about death certificates, the bank, and who else needs telling. You want to help, and most of it isn’t yours to do. Each of these questions already has a task on the family’s checklist, written out in plain words.
- How many copies of the death certificate do we actually need?
- Apply for death certificates (Multiple copies)Explains why banks, insurers and agencies each want their own certified copy, and links to the vital records office in their state.
- Who do I call about his Social Security?
- Apply for social security survivor benefitsGives the SSA website and phone number, and says who may be eligible for survivor benefits.
- The bank won’t talk to me. What do they want?
- Find and close bank accountsSays what banks ask for: a certified death certificate and, if there’s an estate, letters testamentary.
- Who else needs telling, and what do I even say?
- Notify close family and friendsHelps them write the message with Branches, then send it themselves from their own phone or email.
Aftercare that works for your business, too.
A funeral home aftercare program is only worth running if it costs your team less than it gives back.
Fewer calls to your front desk.
Families find the answers to the paperwork questions themselves.
Families remember who helped them.
A thoughtful next step after the service, from you.
More reviews and referrals.
Families who feel looked after are the ones who recommend you.
The first call when they plan ahead.
When families are ready to plan their own arrangements, they already know who to call.
Apply, get set up, bring families in.
Nothing to install. Works alongside the software you already use. The family checklist and the guides are open to anyone today, and applying gets your team the partner portal.
Step 1: Become a founding partner
A short form: your name, your funeral home, and roughly how many families you serve a year. A person reads every one.
Step 2: We set you up
We talk through how you work with families, then open your funeral home’s space in the partner portal. You can invite your colleagues to it.
Step 3: Add the families you serve
Open an arrangement for a family from your roster. It lives in the family’s own workspace, not yours, and Omuna doesn’t email them about it.
Step 4: See how each one is doing
The roster shows how far along each family is, when they were last active, and whether a memorial page, obituary or notification has been started.
One roster for your team. The arrangement stays theirs.
Every family you’re supporting sits on one line: the person who died, the family contact, your lead staff member, how far along the checklist they are, and when they were last active. Sort by last activity and the families who have gone quiet rise to the top.
An arrangement you open lives in the family’s own workspace, not yours, and Omuna doesn’t email them about it. When they sign in, they can see which professionals have access to it, and end that access at any time.
- Search and sort the whole roster
- Every colleague you invite can open every family
- Hand a family to a different lead when someone is away
Families are already searching for you here.
Omuna lists 15,000+ funeral homes, and families use those pages to compare and choose. Claim yours to make sure your details, photos and services are right.
What partnering with Omuna is, and what it isn’t.
- Free for founding partners. No contract. The tools families use are free for them.
- The partner portal is live but in beta, so we add funeral homes one at a time, by application.
- Portal access is the partner benefit today. We won’t promise you anything we haven’t built.
- Omuna isn’t a law firm and doesn’t give legal advice. Where a task may need an estate attorney, its description says so.
Questions funeral directors ask us
Does it cost anything for our funeral home?
It’s free for founding partners, with no contract and no per-referral fee. The checklist and guides are free for the families you serve.
What does “in beta” mean?
The partner portal is live and working. We are adding funeral homes one at a time so each one gets a real conversation about how they work, which is why there is an application. The family checklist and the guides are not in beta: anyone can use them today.
Can our staff see a family’s information?
Only for families you are supporting through the portal. On those arrangements your team can see and update the checklist, the memorial page and the obituary. When the family signs in, they can see that you have access and end it at any time.
Does this replace our aftercare program?
No. It gives the families you already care for a clear list for the tasks that fall outside your scope, like closing accounts, notifying government agencies and filing insurance claims. The relationship stays yours.
Will this replace our aftercare program?
No. Omuna works alongside it. Many funeral homes hand families an Omuna link or card with the materials they already give.
How do families get started?
You share a link or a printed card at the arrangement conference or after the service. Families sign up in a couple of minutes, and your team adds them to your roster to follow their progress.
Can we see it before we apply?
Yes, and we’d encourage it. The checklist and the guide library are open to look at without an account, so you can see exactly what you would be handing a family.
How is family information protected?
Traffic between a family and Omuna is encrypted in transit. A family’s information is private to them and the people or professionals with access to their arrangement. We don’t sell personal information.
Two guides families lean on most after a service: how many death certificates you need and notifying Social Security. Or see the page for families.
Others we help
- Families after a lossSomeone has died and there is a lot to do. Start here.
- ExecutorsYou’ve been asked to handle the estate. Here’s the shape of it.
- CaregiversLooking after a parent now, and getting ready for later.
- Hospice teamsSomething to give families before the loss, and after it.
- End-of-life doulasYou hold the emotional work. Let the paperwork live somewhere else.
- Grief counselorsKeep sessions on grief. Let the to-do list live somewhere else.
- Estate attorneysAn organized list for the non-legal work around the estate.
- Employers & HRSomething kind and useful to share with a grieving colleague.
Aftercare that keeps going after the service.
Tell us a little about your funeral home. A person will read it and get back to you.
Free for founding partners. No contract.