It’s a tough thought, but what would happen if your parents died today? 😔 Are their affairs in order? Do you know where their important financial documents are? 😨
Most people have to go on a scavenger hunt where their parents’ will is, let alone the rest of their financial information. I had a client recently compare their deceased father to a 1600s pirate hiding his treasure.
Save the treasure hunts for the grandkids while you are still alive, not your grieving children.
📋 This is why I have created a “Vault Checklist” to outline everything you should be gathering and storing in one place to help make the entire process of handling everything so much easier. I recommend storing these documents in a secure online portal for easy access.
Click the Image to View/Download the FULL Vault Checklist!
Please do yourself a favor and spend 4 hours with your parents (and a scanner), and let them pay you by watching your kids while you go to a hotel with your spouse that night!
Your parents are most likely not on LinkedIn, so let’s have some fun – Have you ever had to deal with your parents’ aging process? Tell us a funny story about it.
Book a call to learn more about a “do-it-yourself” secure online portal, Emoney.
You can upload documents, aggregate ALL of your accounts and run financial planning reports with numbers updated daily!
This is a limited-time offer to waive the initial setup fee and is only available for the first 20 who opt-in!
You’ll want to book a 15-minute call to set it up 👇
