WEALTH TRANSITION TOOLKIT
Wealth Transition Toolkit
If you have named or are a named executor, The Wealth Transition Toolkit was designed for you. Upon death of a loved one, this program will guide an executor through all the steps and help prepare what’s required for your lawyer and accountant eliminating costly extra trips.
This simple and efficient program will save your estate money, your executor countless hours and help avoid unnecessary family turmoil. Utilizing a program designed and powered by Quick EstateTM, we are able to offer our clients access to a very detailed and robust estate planning tool.
What is included in the toolkit:
For the Testator:
- Lifetime digital access to a very detailed personal records organizer
- A printed copy for your records
- Input of data by a Finuity Wealth team member
- A review of your critical information to point out any potential estate concerns
- Complimentary annual updates and reviews
For the Executor:
- A detailed step by step action plan to guide the executor from start to finish
- A record of accounting to track money movement to beneficiaries
- Task lists for every asset and debt
- Templates to help process any admin work
- A library of content to minimize risk for the executors and beneficiaries
