CemSites calculates the required perpetual care deposit at the point of sale based on the percentage rules configured for the cemetery’s state and, where applicable, for specific lot types or sections that carry different deposit rates. The deposit posts to the trust fund ledger automatically, linked to the originating transaction, and the system maintains the separation between trust principal and distributable income that regulators require. When the cemetery needs to produce a trust fund report for a board meeting or a state audit, the report pulls directly from the live data without requiring a manual compilation step.
The enforcement layer matters as much as the tracking layer. CemSites flags distribution requests that would violate trust terms before the entry is posted, which prevents the kind of principal erosion that surfaces years later during an audit and requires costly correction. Cemetery accounting software that only records trust fund activity without enforcing the rules around it provides visibility but not protection. CemSites provides both
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