What must be done within 30 days after a preneed trust is transferred to a new institution?

The requirement that the original trustee must notify the purchaser within 30 days after a preneed trust is transferred to a new institution is based on the importance of maintaining transparent communication with the individuals involved in the preneed agreement. This notification serves to inform the purchaser about the change in trusteeship, ensuring they are aware of who currently holds their trust funds and can reach out if they have any questions or concerns about the management of their account.

This step is crucial because it provides reassurance to the purchaser that their interests are still being protected and that they have pertinent information regarding their preneed arrangement. Communication with the purchaser helps uphold the trust and confidence in the process, which is vital in the funeral service industry where clients are often in emotionally sensitive situations.

While the other options propose actions that may have relevance in various contexts, they do not address the essential obligation of keeping the purchaser informed, which is why the notification from the original trustee is the key requirement in this scenario.