Over 2 million American families will struggle with losing a loved one this year, and most won’t have any idea what to do next. Cornerstone Wealth Advisors offer EstateManagerPRO, an online estate management and preparedness tool that makes the transition easier. It’s a unique solution offering a secure, step-by-step guide that explains what to expect and how to get immediate support and advice from trusted service partners.
When do I need EstateManager PRO?
The time to begin planning for your own passing or that of a loved one can start now. This comprehensive resource will walk you through all the steps, from how to reduce or avoid probate, to communication of wishes for dependents, art collections, and pets. You need EstateManagerPRO if you have experienced an unexpected loss or wish to plan now for the inevitable loss of a loved one or for yourself.
What can EstateManager PRO do for me?
- Access to a complete roadmap of what to do and when
- Find pre-screened, trusted service advisors
- Access a forms library to help you organize your estate
- Assign specific access to a trusted advisor or family member
- Secure and preserve important documents and have them available 24/7
With EstateManagerPRO, no stone is left unturned. Lists are made and recorded; professional advisors needed to administer the complexities of estate administration are identified and documented. Funeral plans are created using helpful guidelines, and appropriate ways to pass on information are documented. This important tool is yet another way Cornerstone Wealth Advisors delivers an approach to wealth management to help ensure that all financial decisions are based on your personal priorities.
Click here to plan, prepare for & manage the loss of a loved one.