Financial Account Inventory
Service Description
Our Financial Account Inventory provides a secure, organized record of your financial accounts in one convenient location. We prepare a detailed inventory including partially masked account numbers, financial institutions, ownership information, beneficiary designations, TOD/POD status, trust ownership, advisor information, and online access references. This inventory simplifies financial management and provides valuable organization for your family and trusted representatives.
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