As a professional getting closer to retirement, creating a will, trust, and estate plan might feel increasingly urgent. But where do you begin? And who has the time? It might feel overwhelming to create and collect documents with all the different professionals required to protect your estate, including financial planners, lawyers, and insurance agents. Then the question becomes, “How do I keep them secure, organized, and up-to-date?” It can be difficult to stop and put the energy into estate planning when it doesn’t feel as urgent as your day-to-day life. It is, however, a long-term necessity.
More and more people are searching for a streamlined system that can consolidate everything that they want in their estate plan into one secure place. Asset protection is becoming a vital component of estate planning. With all of a client’s important documents compiled into one place, it’s important to ensure that place has incredible security.