Make sure your loved ones have access to your most important information when you’re not around to tell them where to look. In just minutes, Estate Map helps you create a comprehensive map of your assets, advisors, information, plans, and wishes. Print it. Save it. Share it. It’s the best gift you can leave your loved ones.
Estate Map uses cutting-edge bank-level highly robust security configurations favored by financial institutions and other fiscal software services. The same security protecting the most sensitive and valuable assets in the world also protects your Estate Map.
Designed as a simple intake interview questionnaire, Estate Map quickly and easily gathers those pieces of information that are most important for loved ones to have, but most easily forgotten in the estate planning process.
In just a matter of minutes, you’ll have prepared a comprehensive map of your most important estate information, which you can then download to your own computer. Keep a copy with your most important documents. Send a copy to an advisor or loved ones. Or leave instructions on how to access it once you’re gone.
Each homepage folder contains a set of relevant information forms – making it easy to identify the most pertinent information you need to create a comprehensive plan.
Personal information is entered into easy to understand dynamic data-entry forms. It’s easy to edit and update, and in the case of online passwords, updates are automated using the AutoPilot tool.
Decide who gets access to which pieces of information and when – now, if you become disabled, or after you’re gone. Add instructions and attachments as needed to supplement information.
Once at least two of your specially-designated Authorized Representatives report a change in your health status, all of your recipients are advised to access the information that’s been shared with them.
For about the price of a movie ticket, you’ll ensure that your loved ones will be able find all of your most important assets, advisors, information, plans, and wishes.
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