Our Services

Beneficiary Directory Services

One File… One location… One Call.

Do you have a system to organize your important documents that will guide your beneficiaries?

• Recognize the importance of "intergenerational planning"
• Avoid a beneficiary crisis by identifying missing, incomplete, or outdated designations
• Preserve your legacy with clean & clear instructions
• Avoid delays, interruptions, and heartaches
• This keeps families together, not apart!

4 Key Questions Most Estate Planners Should Answer… But Don't!

Where are the missing, outdated, or incomplete documents that could trigger a beneficiary crisis?

• Original Marriage Certificate
• Military Discharge Paperwork
• Organ Donor Card
• Cemetery Plot Deed
• Mortgage Discharge Paperwork
• Safety Deposit Box details
• Burial Instructions
• Legal Documents still in the draft stage
• Outdated beneficiaries on life insurance, annuities, IRA's, including missing contingent and "per stripes" designations
• Inappropriate or unavailable trustee's & executors

How will they find these important documents?

• Create a separate offsite digital file of scanned docs
• Usually at our office or online if you subscribe to our "vaulting" services.

Who will have access to these documents?

• Create an "access list" for each document
• Designate under which circumstances (disability; death) they may access

Who will be your "access administrator", that "one call"?

• Competent, knowledgeable, & experienced
• Someone who understands your legacy wishes, and is a trusted advisor

There is an initial cost to construct your Beneficiary Directory, and a nominal update fee.

Are you ready to pursue working together?

Call us at 781-556-1038, or e-mail us. We'll schedule a short telephone meeting so that we can learn what you've done in the past; what you want to achieve in the future; and whether working together may be right for us.