ANCHORPOINT ESTATE SERVICES
Be Kind to Your Executor
Helping Families Organize Today to Make Tomorrow Easier
The goal is simple: make it easier for the people you love to know what you have, where it is, and what to do when they need it.
What You'll Learn
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What your executor needs to know
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What information and documents to organize now
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How to organize your financial and estate information
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Common mistakes families can avoid
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How to prepare loved ones for the future
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What to review when life circumstances change
Available for individuals and groups.
Bring “Be Kind to Your Executor” to Your Community
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Need a document notarized quickly and accurately?
At AnchorPoint Estate Services, we provide professional notary services to ensure your important documents are legally binding and properly executed.
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Our Services
Trust Funding Coordination
After your attorney prepares your trust, assets may need to be transferred or retitled. AnchorPoint helps coordinate the administrative process by assisting with financial institution paperwork, communicating with banks and brokerage firms, coordinating with financial advisors, tracking account transfers, and organizing confirmation documents. We also maintain an updated inventory of funded assets for your records.
Annual Estate Review
Life changes, and your records should change with it. Our Annual Estate Review helps keep your administrative information current by reviewing financial accounts, beneficiary information, trust funding status, advisor and contact changes, and other important updates. While your attorney handles legal document revisions, we help keep your administrative records organized and current.
Life Transition Assistance
Planning ahead can make things easier for everyone. Major life events often require updates to financial and estate records. Whether you're experiencing marriage, divorce, retirement, relocation, or the loss of a loved one, AnchorPoint helps coordinate the account updates that may be needed with financial institutions, beneficiary records, addresses, and account ownership information.
Reliable Notary Services
Convenient, professional notary services for personal, real estate, business, financial, and estate-related documents. Services may include: General Notarization — Signatures, affidavits, acknowledgments, and other documents requiring notarization Real Estate & Mortgage Documents — Deeds, affidavits, refinance and loan documents, and other real estate paperwork Business & Financial Documents — Contracts, agreements, financial forms, and business documents and Estate & Trust Documents.
Document Organization & Asset Inventory
Important information is easier to manage when it's organized. AnchorPoint helps organize estate planning documents, financial records, insurance policies, deeds, account information, and other important records into clearly labeled digital files. Clients receive organized electronic records to supplement their physical documents.
Be Kind to Your Executor™
A little preparation today can reduce confusion, delays, and stress tomorrow. The greatest gift you can leave your loved ones is organization. Your estate plan provides instructions, but your executor or successor trustee may still be left searching for important information. AnchorPoint helps you prepare a clear administrative roadmap so the people you trust have the information they need when the time comes.