Be Kind to Your Executor™
The greatest gift you can leave your loved ones is organization.
Service Description
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. This service includes: Asset inventory organization, Financial account inventory, Estate document organization, Important contact list, Beneficiary information tracking, Executor reference guide, Annual information updates. AnchorPoint helps you prepare a clear administrative roadmap so the people you trust have the information they need when the time comes. This service includes: • Asset inventory organization • Financial account inventory • Estate document organization • Important contact list • Beneficiary information tracking • Executor reference guide • Annual information updates
Cancellation Policy
Important Disclosure: AnchorPoint Estate Services is not a law firm and does not provide legal, tax, accounting, or investment advice. We provide experienced estate settlement support and administrative assistance that complements the work of your attorney, CPA, financial advisor, and other trusted professionals. Our services are designed to help executors and families navigate the administrative aspects of estate settlement and do not replace professional legal or tax advice.
Contact Details
704-589-9418
info@anchorpointestates.com