SiloBase
For funeral homes & cemeteries

Your pre-need trust annual report, reconciled and filed.

SiloBase imports your trust ledger, reconciles every contract line by line, and produces the state annual report + 1041-QFT + audit-support package — for trusts you self-administer.

Join the waitlist See how it works

Early access launching soon. No credit card to join.

The problem

Your trustee won't file it — and your CPA bills you to

Trustees bundle reporting only for the trusts they administer. If you self-administer your pre-need trust, the annual report is yours to hand-build. SiloBase produces it.

Trustees bundle, but not for you

FSI and PreNeed Advisory file reports only for trusts they administer. Self-administered trusts are the orphan.

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Line-item reconciliation is the hairball

Every active contract needs its own line — one missing line fails the report.

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The CPA bills you for it

$500–$2,000/yr to prepare what SiloBase produces from your ledger.

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How it works

Produce the artifact, then own the cycle

  1. Import the trust ledger

    CSV or bank statement: principal, interest and withdrawals per contract.

  2. Reconcile every contract

    Beginning balance + deposits + interest − withdrawals = ending balance.

  3. Produce the state report

    Matching the official form — California and Michigan first.

  4. Generate 1041-QFT + audit package

    The federal filing plus a CPA-ready reconciliation handoff.

Why SiloBase

Built to produce, not to track

Self-administered-trust wedge

The segment no trustee and no case-management vendor serves.

Per-state form library

Each state's due date, fee, penalty and CPA requirement.

CPA collaboration

Read-only handoff and a 'send to CPA' audit package.

File the report before the fine finds you

Join the waitlist and we'll reconcile your current trust at launch.

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