3 Easy Steps
Answer Questions To Help Us Create Your Custom Asset Report
Identify Designated Contacts
Upload Estate Planning Documents
Your information is safe and secure with us. Your loved ones do not have to search through your belongings to find your documents; we will have them ready to share along with your custom asset report.
Custom asset reports provide a snapshot of your valuables, wealth, resources, and important contacts – so maintaining confidentiality is important to us. We will not share your asset report and documents until we have obtained confirmation of death from one of your designated contacts. It is important to always ensure that we have the most up-to-date contact number and email address for your designated contacts.
As life changes, come back and update your information as frequently as you would like with new documents or account details so we can provide accurate information to those you care about most.
Need further assistance? Contact us at 312-815-1707 or firstname.lastname@example.org at your earliest convenience.