THE PRACTICAL INFORMATION GAP
Your client may have a comprehensive estate plan. But when they die, their executor still needs to identify what exists, where important information is held and who needs to be contacted.
Bank accounts and investments. Insurance and retirement benefits. Property and liabilities. Digital assets and online accounts. Overseas interests. Important documents and contacts.
Increasingly, that information is scattered across emails, apps, devices, online accounts and paper files — or known only to the client.
You've seen what happens when information is missing.
Executors can spend valuable time searching. Families are left trying to piece together information they were never given. Accounts, assets or entitlements can be overlooked.
The estate plan may be sound. The practical information around it can still be incomplete.
WOULD YOUR CLIENTS EXECUTOR KNOW?
- A recently opened account
- An investment held elsewhere.
- Cryptocurrency
- An unknown storage unit
- Overseas property or accounts
- Assets held entirely online.
If nobody knows it exists, nobody knows to look for it.
HOW PREPARED ARE YOU, REALLY?
Take the FREE My Estate Planning Roadmap and discover what you've got sorted, what may be missing and what you can do next.
In just a few minutes, the Roadmap takes you through the practical areas of your life and estate that someone else may one day need to navigate.
FREE - PERSONALIZED RESULTS - NO OBLIGATION