4800 Dairy Road,
Guard your assets from being diminished in the estate settlement process!
Make it easy for your representative/trustee to settle your estate.
Now is the time to take responsibility for end-of-life planning and organizing the records of your assets.
Each year millions of dollars of expected inheritances are lost by unnecessary and avoidable expenses associated with the traditional settling of an estate. Many losses occur because the heirs simply don’t know about all of your accounts and some go unclaimed! If you use an attorney to help settle the estate and your personal records are not well organized, your attorney could charge you up to 15% of the value of the estate for the time it takes to settle. Unnecessary attorney fees and unclaimed assets mean less of your hard-earned money going to your heirs!
All too often individuals pass away without leaving information and documents needed by family members, personal representatives, and/or trustees to satisfy their end-of-life wishes and settle the estate.
ALL THIS CAN BE AVOIDED BY ORGANIZING YOUR PERSONAL AFFAIRS NOW.
Be sure to read "A Real Life Story" . This could be you!
By IMS Partners, Inc.
A Better Way
The Personal Affairs Organizer is a binder with protective page covers and file pockets for important documents. The Personnel Affairs Organizer provides a place to record: