How long should preneed records be maintained?

Maintaining preneed records for 36 months aligns with regulatory standards that ensure proper documentation and consumer protection in the funeral service industry. These records are crucial for tracking agreements made between funeral homes and clients, which typically include pre-purchased funeral services or merchandise.

Keeping these records for a minimum of three years allows sufficient time for any disputes or inquiries to be addressed, providing both the funeral home and the family with a clear understanding of the arrangements made. This retention period also ensures compliance with various state regulations, which often require such documentation to be available for review for a set duration to protect consumer rights.

In contrast, shorter retention times like 12, 24, or 48 months may not adequately meet the necessary legal requirements or practical needs for maintaining clear and accessible information for both service providers and consumers. Therefore, a 36-month maintenance period strikes a balance between operational necessity and legal compliance.