One File… One location… One Call.
Do you have a system to organize your important documents that will guide your beneficiaries?
- Recognize the importance of “intergenerational planning”
- Avoid a beneficiary crisis by identifying missing, incomplete, or outdated designations
- Preserve your legacy with clean & clear instructions
- Avoid delays, interruptions, and heartaches
- This keeps families together, not apart!
4 Key Questions Most Estate Planners Should Answer… But Don’t!
Where are the missing, outdated, or incomplete documents that could trigger a beneficiary crisis?
- Original Marriage Certificate
- Military Discharge Paperwork
- Organ Donor Card
- Cemetery Plot Deed
- Mortgage Discharge Paperwork
- Safety Deposit Box details
- Burial Instructions
- Legal Documents still in the draft stage
- Outdated beneficiaries on life insurance, annuities, IRA’s, including missing contingent and “per stripes” designations
- Inappropriate or unavailable trustee’s & executors
How will they find these important documents?
- Create a separate offsite digital file of scanned docs
- Usually at our office or online if you subscribe to our “vaulting” services.
Who will have access to these documents?
- Create an “access list” for each document
- Designate under which circumstances (disability; death) they may access
Who will be your “access administrator”, that “one call”?
- Competent, knowledgeable, & experienced
- Someone who understands your legacy wishes, and is a trusted advisor
There is an initial cost to construct your Beneficiary Directory, and a nominal update fee.
Are you ready to set up a system to guide your beneficiaries?
Please call us at (781) 421-3204, or e-mail us. We’ll schedule a short telephone meeting so that we can learn what you’ve done in the past; what you want to achieve in the future; and whether working together may be right for us.