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Your Estate is waiting to be organized ... and you've put it off long enough ... Now it's time for some serious talk ... Just like financial planning is critical for your retirement, keeping accurate records of your entire estate is critical for your heirs. There are millions of dollars of unclaimed funds sitting in various accounts just because someone didn't know it existed. Plan; plan for the inevitable, plan for the future, plan for your legacy. Help your spouse, your executor, or significant other. This program will help you organize your records and record them in a safe and secure manner. It's your decision on who is to know about or be made aware of your estate. Recording all your life insurance policies is just a start. Don't forget the minimal life insurance policies that some credit card companies give for free. Don't forget the pension you earned years ago and have to keep track of until retirement. Did you loan your brother-in-law money? Do you owe your brother-in-law money? Automatic deposits going into a savings account? You fill in your estate information for free using an online form. We offer a service to store your information, in hard copy, in a fireproof cabinet. It will not be sent to you via e-mail unless requested. It will not be released (to your designated party) without a death certificate or court order. At your option, you can send it to us in a double envelope with your information sealed. We will keep it sealed and return it as is if you so desire. We have no interest other than to provide a service that maintains your information in a single, safe location that readily identifies what you have. It is not our intention to know too much information. We do not care if a life insurance policy is for $1,000 or $500,000. All we need to know is that it exists, and a means for your executor/spouse/attorney to locate it. This is typically a company name, policy number and an 800# or contact information if an Agent was used. Everyone realizes that a list of financial and estate-related information is necessary to have, but very few actually create this list. Our service steps you through this process in a simple format while providing a safe, reliable repository for the information. Estate Tracking Services Is The SolutionSign Up NowYou can view an outline showing the types of information we will collect from you. Note that the collection of data is a small part of the service. The biggest feature is the safe, secure storage of your data. Many big corporations use off-site storage to protect their most vital information. Now you can have the same type of data security that the corporate giants have. Sign Up NowAccounting firms: please contact us for more information on multiple licenses to add Estate Tracking as one of your services. |
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