Estate Organization Package
Service Description
Keeping your financial and estate information organized provides peace of mind for both you and your family. We create a professionally organized estate portfolio containing information for bank accounts, retirement plans, insurance policies, brokerage accounts, pensions, digital assets, trusted advisors, and other essential records. Your completed package is delivered in a professionally organized binder or secure digital folder for easy access whenever it's needed.
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