Bonney Watson
Quote & Contract Tool
Overview/Quick Reference

Bonney Watson

Quote & Contract Tool · 2026
Locations
SeaTac (Cemetery & FH)
16445 International Blvd, SeaTac WA 98188
Washington Memorial Park

Federal Way (FH)
1535 SW Dash Point Rd, Federal Way WA
Bonney Watson Federal Way
Quick Reference
Tax & Rates
Sales Tax: 10.4%
ECF Rate: 15% of space
0% Financing: ACH required
Common O&C
Lawn Interment:
Ground Inurnment:
Mausoleum Entombment:
Niche:
Recording & Setting
Recording Fee:
Burial Vault Setting: $685
Crem Vault Setting: $575
Vault Setting (Maus): $685
Financing Terms
Min. Down: 10%
Min. Monthly: $50
Max Term: 72 months
First Pmt: ~54 days out
Your Contact Info
Martice Morrison
Family Service & Advanced Planning Director
📧 mmorrison@bonneywatson.com
📱 206-445-9794
🔗 calendly.com/mmorrison-bonneywatson/30min
Contract Guide: Pre-Need Cemetery → RIC tab. At-Need Cemetery → CIRGAS tab. Pre-Need Funeral → GA Contract tab.

Price List

Every price in the tool, in one place — for quick reference.

Cemetery Quote Builder

Interactive
Build a complete cemetery quote. Tax (10.4%) applies to merchandise. Plot, ECF, O&C, Recording, and Scheduling surcharges are tax-exempt.
Client Information
Burial Space
Garden / Lawn Space
Niche Space (manual price)
—
Exclude niche & ECF (still add inurnment items below)
Mausoleum Crypt (manual price)
—
Opening & ClosingTax-Exempt
×
×
×
×
×
×
×
×
Recording & SchedulingTax-Exempt
Recording Fees — each
× ea
× ea
× ea
Scheduling Surcharges
×
×
×
×
×
×
Burial VaultTaxable
×
Vault / Container SettingTaxable
×
×
PCM Granite MarkerTaxable
Marker Type & Size
—
Foundation (if needed)
—
Bronze MemorialTaxable
Bronze Memorial
×
Optional — appears on the marker/base lines of the quote & RIC (e.g. for government/VA bronze where the size & base vary). Fill in before clicking + Add.
Bronze Add-Ons
—
$40 per extra word
Vase BlockTaxable
PCM granite vase block · polished top, sawn sides · includes drill base core. Install fee $175.
Stone Color Group
Vases — Bronze & ZincTaxable
*** Requires vase core drilled in granite — see Vase Block in Marker panel above.
—
InscriptionsTaxable
Add Inscription
×
Add-ons
×
×
×
×
×
×
×
Ceramic Steel PortraitTaxable
Shape
Crypt-Front Photo FramesTaxable
Oval Portrait — Crypt Front (color, B&W & sepia)
—
US Original Open Frame (Standard or 24k Gold Polished)
—
US Slim Line Open Frame (Standard or Polished)
—
3rd Party MemorializationTaxable
No discounts apply. All installations by PCM only. Requires Hold Harmless Agreement, Cemetery Contract, proof approval, and full payment before processing.
Memorial Size
PCM Misc & Marker ServicesTaxable
Pinning (Doweling)▼
Miscellaneous▼
Re-Highlighting (Includes Cleaning)▼
Non-Standard Designs▼
Other Services▼
MONU-SEAL▼
Discounts
+ Add Discount
Payment Options
Financing Terms — Effective Jan 1, 2024
Min. down: 10% · Min. monthly payment: $50 · Max. term: 72 months
0% financing requires ACH bank withdrawal · 25%+ down: tiered rate applies
🏷️ August Special: 0% for 60 months with 10% down (ACH required) · New property PN contracts only · Valid through August 31, 2026
 
 
Custom Line Items
+ Add Custom Line
Cemetery quote
$0.00
Nothing selected yet.

Funeral Home Quote Builder

Bonney Watson · 2026
Build a funeral home quote. Merchandise is taxable (10.4%). Professional services, transportation, and cremation services are tax-exempt.
Client Information
Price Plans (replaces individual services)
Select a plan instead of individual services. Plan price = package discount applied automatically.
Burial Plans
—
Cremation Plans
—
Direct Cremation Plans
—
Plan Line Items (editable)
Subtotal: $0 Package Discount: -$0 Plan Price: $0
Professional ServicesTax-Exempt
×
×
Facilities & StaffTax-Exempt
Viewing
—
Ceremony / Service (check all that apply)
×
×
×
×
×
×
×
Surcharges
×
×
Reception
—
TransportationTax-Exempt
×
×
×
×
Cremation ServicesTax-Exempt
×
Death Certificates & County FeesTax-Exempt
× $25 each —
—
CasketTaxable
Select and add multiple caskets. Each casket can have its own quantity.
Select Casket
↑↓ scroll · Enter to select · Tab to confirm & add · type to filter
Rental CasketTaxable
Effective January 1, 2026. Subject to change without notice.
—
Cremation ContainerTaxable
Effective January 1, 2026. Subject to change without notice.
—
Memorial MerchandiseTaxable
Select and add multiple items — packages, boxsets, stationery, and other memorial merchandise.
Select Item
UrnsTaxable
Select and add multiple urns. Each urn can have its own quantity.
Select Urn
↑↓ scroll · Enter to select · Tab to confirm & add · type to filter
Engraving Add-Ons (Taxable)
Flowers · Loves Buds & BloomsTaxable
Loves Buds & Blooms. Select and add multiple items — casket sprays, standing sprays, and bouquets/tributes.
Select Flower / Arrangement
Custom Line Items
+ Add Custom Line
WA Maxima Insurance Payment Options
Estimates based on WA - Washington Maxima Revised (Global Atlantic). Enter client age and optional down payment to see monthly options across all available pay plans.
Age:
Estimates based on WA Maxima Revised. Actual rates require formal application. For illustration purposes only.
Discounts
+ Add Discount
Funeral home quote
$0.00
Nothing selected yet.

Contacts

Contact Settings

Rename, add, reorder or remove the values behind Source, Status, Category, Flags and to-do kinds. A contact stores the code shown on the right, never the label — renaming a value never orphans a record. Removing one is allowed, but you are told how many records still use it first.

Import Contacts

Bring a book of contacts in from any CSV — you map its columns onto ours, see exactly what would land, and only then write. Every import is one batch, and a batch can be undone completely, so a wrong file is a mistake you can take back.

Saved Cemetery Quotes

Saved RIC Contracts

Saved At-Need CIRGAS Contracts

Saved Funeral Home Quotes

Saved GA Contracts

Saved ClearPoint Contracts

Combined Quote Builder

Cemetery + Funeral Home
Build your Cemetery and Funeral Home quotes first, then pull them here for a combined family total.
Cemetery Quote
—
Funeral Home Quote
—
Additional Items
+ Add Custom Line
Combined Discount
Combined Monthly Payment Estimate
Every standard cemetery down-payment tier (10%/20%/25%) and financing term, crossed with every WA Maxima FH plan — no down payment to pick, every real combination is listed. FH options use the age entered in the WA Maxima panel.
Cemetery: BW financing tiers. FH: WA Maxima Revised (Global Atlantic). For illustration purposes only — actual rates may vary.

Pre-Need Cemetery RIC Contract

Cemetery Pre-Need Only
Fill in all client details below, then click Generate Contract PDF to produce a filled RIC ready for signature. Use Import from Quote to pull pricing from your current Cemetery Quote.
Pricing — auto-filled from Cemetery Quote, or enter manually
Purchaser Information
Property Type
Signing Information
Payment Plan from Cemetery Quote
Build a cemetery quote with financing selected, then click "Import from Cemetery Quote" above to populate payment fields below.
Payment Options
Adjust or confirm payment terms. Values auto-fill from your cemetery quote financing panel.
All Payment Options — Cemetery Quote Totals
Click "Import from Cemetery Quote" above to see all financing tiers here.
Remarks — printed in the Remarks field on the contract
This fills the Remarks line on the contract. Leave blank to auto-fill with "For the benefit of [Purchaser Name]."
Save keeps a snapshot of everything on this page (client info, pricing, payment terms) so you can reopen it later to make a correction — see 💾 Saved RICs in the sidebar.
Pre-Need Cemetery RIC only. For At-Need Cemetery use the Excel form. For Pre-Need Funeral use the separate FH PDF.

At-Need Cemetery Contract (CIRGAS)

Cemetery At-Need Only
Fill in decedent, purchaser, and property details below, then click Generate CIRGAS Packet to produce the filled Excel contract packet (Information sheet + Statement of Cemetery Interment Rights, Goods and Services + Payment Options). Use Import from Cemetery Quote to pull pricing from your current At-Need Cemetery Quote.
Contract Type
Addendum A/B are for adding something to an already-completed space later — e.g. a burial in June, then a marker purchased in October. Decedent/purchaser/property stay the same (they cascade from below); only the new pricing you import goes onto the Addendum sheet instead of the main contract.
Decedent & Contract Information
Purchaser Information
Co-Purchaser Information — optional
Property, Vault & Memorial — auto-filled from Cemetery Quote, or enter manually
Pricing — auto-filled from Cemetery Quote, or enter manually
Build an At-Need Cemetery Quote (Quote Type = At-Need), then click "Import from Cemetery Quote".
On Contract — check anything already delivered/paid for under a prior Pre-Need RIC
Per item: check On Contract if it was already pre-arranged/pre-paid (prints "On Contract", excluded from totals), OR type an Amount for something being purchased now — you can mix both and generate a CIRGAS with no Cemetery Quote imported at all. An imported quote fills these amounts automatically; anything you type here overrides the import for that item.
Item
On Contract
Amount ($)  ·  quick-add
—
Interment Order & Authorization
"Witness"/"Non-Witness" automatically relabels to "...Placement" instead of "...Lowering" for mausoleum/niche placements (based on the Open/Close field above).
Marks the IOA's Double Depth / Oversize boxes. Auto-detected on import from a double-depth O&C line or an oversize vault; an oversize placement also needs the on-form approval signature.
For cremation only — fill in if the family will bring cremated remains.
Prints in the IOA's Additional Remarks box — tent/chairs, witness/placement instructions, service logistics, anything grounds crew or the family needs to know.
Additional Signers — optional, beyond Purchaser/Co-Purchaser
Memorial Order — optional, check when the family is purchasing a marker now
Vault and Urn Vault Order — optional, check when vault delivery logistics are known
Save keeps a snapshot of everything on this page (client info, pricing, marker/vault if added) so you can reopen it later to make a correction or add a marker once the family decides — see 💾 Saved CIRGAS Contracts in the sidebar.
At-Need Cemetery only. Fills Information, Statement of Cemetery Interment Rights (Cemetery Contract), Payment Options, Interment Order and Authorization, and — when checked above — the Memorial Order and Vault/Urn Vault Order Form. Deed Transfers are handled separately.
Combined family quote
$0.00
Nothing selected yet.

Pre-Need Funeral Contract

GLOBAL ATLANTIC – FORETHOUGHT LIFE INSURANCE
Enter the Funeral Recipient (Insured) name and Purchaser name (if different), select the disposition type, then click Generate Filled Contract PDF to produce the 3 pages needed for a Global Atlantic pre-need funeral arrangement. All other fields are completed online through the GA portal.
Contract Names
For estimate
— or —
Auto-computes age
Computed age
—


🗂️ Insurance Application Details (pages 5–6) — optional
Fills the Preneed Life Insurance Application. All optional — blank fields are simply left empty for hand-completion. SSNs are intentionally never captured here.
Proposed Insured — Contact
Owner / Purchaser — Contact (only used if a Purchaser is entered above)
Beneficiary (SSN left blank for hand-fill)
Application Questions
Import from Funeral Home Quote
Click "Import" to pull the client name from your Funeral Home Quote, or type it manually above.
How This Works
Imports pricing from your current Funeral Home Quote and fills the complete Global Atlantic PDF contract (pages 1–3): guaranteed services, casket, disposition, tax, non-guaranteed cash advance items, and all totals. Names, date, and signatures are also pre-filled. The output is the original GA/Forethought form ready for review and signature — remaining pages (insurance application, payment options) are completed through the GA portal.
Save keeps a snapshot of everything on this page (client info, imported FH pricing) so you can reopen it later — see 💾 Saved GA Contracts in the sidebar.
Produces a filled, flattened 3-page PDF with all pricing and names pre-filled. Print or save from your browser.
Remaining pages (insurance application, new business options, travel plan) are completed through the GA online portal.

Pre-Need Funeral Contract — ClearPoint

CLEARPOINT FEDERAL BANK & TRUST
For imminent pre-need cases that do not qualify for a Global Atlantic policy. Fill in the Funeral Recipient details, optional Purchaser info, and payment schedule below, then click Generate ClearPoint Contract PDF. Import pricing from your current Funeral Home Quote.
Import from Funeral Home Quote
Click "Import" to pull client name, disposition, and pricing from your Funeral Home Quote.
Contract Settings


Funeral Recipient (Insured)
Purchaser — Complete only if different from Funeral Recipient
Payment Schedule — Leave blank for single-payment contracts
—
Sets down payment = full contract amount, 0 monthly payments
Age 85 & younger → up to 36 mo · Age 80 & younger → up to 60 mo · Age 70 & younger → up to 120 mo
Contract Number
Save keeps a snapshot of everything on this page (client info, imported FH pricing) so you can reopen it later — see 💾 Saved ClearPoint Contracts in the sidebar.
Produces a filled, flattened 3-page PDF (Contract · Disclosures · Statement of Goods & Services). SSN fields are left blank for completion at signing.

Commission Packet Checklist

RIC (RETAIL INSTALLMENT CONTRACT)
Click Import to pull purchaser/recipient/date and commissionable sale amounts from your Pre-Need RIC Contract. Every imported number stays editable — correct anything before generating the PDF. Check off documents as you assemble the packet, then click Generate Checklist PDF.
Import
Generate or load a RIC contract first, then click Import.
Commission Worksheet
Document Checklist
🖊️ For Sales & Marketing Administrative Assistant

Commission Packet Checklist

AT-NEED CEMETERY
Import either straight from the Cemetery Quote Builder (Quote Type set to At-Need) or from a saved At-Need CIRGAS Contract once one exists. Every imported number stays editable. Check off documents as you assemble the packet, then click Generate Checklist PDF.
Import from Cemetery Quote
Set the Cemetery Quote Builder's Quote Type to At-Need and build the quote first, then click Import.
Import from Saved CIRGAS Contract
Pulls the purchaser name and pricing from a contract already saved on the At-Need CIRGAS Contract tab — use this once you've built the actual contract instead of re-entering pricing here.
Commission Worksheet
Document Checklist
🖊️ For Sales & Marketing Administrative Assistant

Commission Packet Checklist

CLEARPOINT TRUST
Click Import to pull purchaser/recipient/date and the Total Funeral Price from your ClearPoint Contract. Every imported number stays editable. Check off documents as you assemble the packet, then click Generate Checklist PDF.
Import
Generate or load a ClearPoint contract first, then click Import.
Commission Worksheet
Document Checklist
🖊️ For Sales & Marketing Administrative Assistant

Commission Packet Checklist

FORETHOUGHT / GA POLICY
Click Import to pull the purchaser and recipient from your GA Contract, or type them in. Check off documents as you assemble the packet, then click Generate Checklist PDF. There is no commission worksheet for GA policies — this is the checklist only.
Names
Generate or load a GA contract first, then click Import — or just type the names below.
Document Checklist
🖊️ For Sales & Marketing Administrative Assistant

Contacts