You’ve always been there for your family. Eliminate unnecessary aggravation and headaches for your loved ones. Be Inspired. Let’s get your estate organized.
Is your family ready to go at a moment’s notice with your estate wishes? Have you stopped to think what happens to your loved ones in the instance of your illness or death? Is your Living Will easily accessible? How about all of your estate documents, bank and brokerage statements, insurance statements, and even computer passwords? Is everything organized, available, and ready to go when your family needs them?
We realize the thought of getting your estate organized might seem daunting. That’s o.k. That’s why we’re here. We guide you step by step though the process to make it as easy as possible.
Our “Vault” platform is encrypted with state-of-the-art technology. We will individually customize our “Vault” system to handle the unique needs of your estate plan. Together we control who can (and cannot) access your “Vault”. Each user is provided with their own unique login information. We can then choose what can be seen and accessed within each unique login keeping you in control.
Here are the types of files and documents our clients typically put in the “Vault”:
- estate documents such as wills and trusts
- insurance policies
- bank and brokerage account statements
- real estate records
- business interest records
- tax records
- funeral arrangements
- secured places and passwords
- digital pictures and videos
- letters to loved ones
Once your estate has been organized, we’re still not done. Inspire Capital is happy to act as a concierge of sorts to help you and your family work through estate issues as they arise. We are your partner to help ensure your estate is taken care of efficiently and effectively.
