In order for an estate plan to work effectively, bank accounts, investment accounts, retirement accounts, and net worth statements must be organized and properly documented with beneficiary information. Individual & jointly held accounts must adhere to the estate plan written with your attorney.

In addition to your estate plan, items including the financial accounts must be properly organized and maintained such as Wills, Power of Attorney, Living Wills, Medical Power of Attorney, burial plans and family history, etc.

The financial services under Daily Money Management can help organize and create safe record keeping.