What does the term “agent of record” refer to in preneed funeral arrangements?

In the context of preneed funeral arrangements, the term “agent of record” specifically refers to the individual making decisions for the contract. This individual is responsible for the choices related to the funeral service arrangements and represents the interests of the purchaser. The agent of record plays a crucial role in the planning process, ensuring that the prearranged services align with the wishes of the purchaser and their family.

While the insurance representative may be involved in the funding aspect of preneed arrangements, their role does not encompass decision-making authority regarding the specific arrangements. Similarly, a funeral provider oversees the logistics and service execution but is not typically designated as the decision-maker in the context of the contract. Lastly, the legal guardian of the purchaser may have authority in certain situations, but the term “agent of record” is focused on the individual actively making contractual decisions related to the preneed services.