Document Management
Estate Solutions document management system utilizes it's easy to navigate 10 point Estate Planner to house all of your most important estate documents including:
- Will(s)
- Trust Document(s)
- Power of Attorney
- Pre-need Funeral Documents
- Advance Medical Directive(s)
- Pet Instructions
- Guardianship Directives
- Titles
- Deeds
- Appraisals
- Passports
- Birth Certificates
- Banking and Financial Documents
- Letters of Intent
- Foreign Holdings
- Safe Deposit Box Information
- Off Site Storage Locations
- Passwords and Electronic Data