In speaking with several estate attorneys, it’s evident that many of their clients often make the same mistake – despite having a will and trust in place.
A will and trust only work if someone you confide in knows where to find all your important documents. If they don’t know and/or can’t find them, that’s when the system steps in and take control of the process.
Enter Westwood Solutions. We list, locate, label, and securely store all your most important information: Trust, will, insurance policies, investments, account info, key contacts, websites, usernames, passwords, and more. 25 separate categories more – optionally including patient information spanning your hospital, primary care, and specialists. Even if they’re on disparate record systems.
We work directly with your attorney, other professionals (financial planners, accountants) and family members to establish a clear list of responsibilities – who must do what and when. All your information is in one place. Stored securely. Sharable.
When grief hits, you want your family and your executor to know where your important information is located and how to access it. No freezing, no panic. Peace of mind, ensured.
Like many people, you think you’ll do this on your own. That rarely happens. Doing this on your own is surprisingly time consuming and it’s easy to procrastinate. Without a system in place, a scavenger hunt typically ensues. One day, your family will need this – by then it will be too late. Best to act now.
Give yourself and your family the gift of peace of mind.
Westwood Solutions 