The Pinnacle Organizer
The first step in our "Legacy Path" is The Pinnacle Organizer. The Pinnacle Organizer is a document designed to provide clear information to your loved ones at a time of confusion and stress.
As wealth managers, we help clients with estate planning analysis, and constantly encourage our clients to make sure they have properly planned for their incapacity and death. For most advisors, that planning often begins and ends with the execution of documents such as wills and trusts, and the titling of assets. However, many planners fail to make sure the client's family and decision makers will have adequate information about the client's assets, liabilities and intents. For example, how many children know where a parent keeps all of their important documents or passwords and how to access them? How many children know the desires of a parent in the event of a disability or death? Who should they call? What should they do? While many clients are reluctant to discuss these uncomfortable topics, we have found that they are more comfortable about leaving written information behind.
This is the purpose of The Pinnacle Organizer. It is an outstanding communication tool for your loved ones to use when you cannot communicate.
We believe we are different from most advisors. Let us show you how.
Find out about Stage 2: The Estate Plan >>
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