Be Kind to Your Executor

Service Description

Your estate plan provides important instructions, but your executor or successor trustee may still be left searching for accounts, documents, contacts, and other essential information. A practical educational program that helps individuals and families prepare today by organizing the information, documents and details their loved ones may need tomorrow. AnchorPoint helps you create a clear administrative roadmap so the people you trust have the information they need when the time comes. What You'll Learn: What your executor needs to know What information and documents to organize now How to organize your financial and estate information Common mistakes families can avoid How to prepare loved ones for the future What to review when life circumstances change