With the Beneficiary Directory, you provide a solid bridge for the transfer of information from one generation to the next, giving your family an easy transition in an otherwise difficult period.
When you realize how important it is to put your most significant documents in order, the Beneficiary Directory gives you a step-by-step system that’s incredibly easy to follow. It doesn’t require that you revamp any of your existing files, but instead works with what you have, helping you answer these questions:
- What documents do I need?
- How will my beneficiaries find these documents?
- Who should have access to these documents, and when?
- Who will best advise my beneficiaries?