We Can Help Keep Your Important Documents Safe
I was the executor of my father’s estate when he passed six years ago, and it was more than a little stressful.
Here’s how we’ll make sure the same thing won’t happen to you.
Book an Initial Consultation How We Can Help You
Father’s day was a few weeks ago, and I had a great time with my three boys. We were out at Lake Charles, had a great dinner, and went fishing the next day. During this time, I started thinking about my dad, who passed about six years ago.
When my father passed away, he made me the executor of his estate. Those of you who have been executors of an estate know that it’s a lot of work and can be a hassle, especially if the person who passed does not have their affairs in order. My dad’s affairs were scattered about in different places and it made it difficult to compile all of that information to settle the estate. It took me about a year and I wish it didn’t.
On our private client website, we have something called “the vault.” We encourage all of our clients to put their information in the vault, including wills, bank statements, account information, life insurance, passports, and more. You can then access any of these documents anywhere in the world where you have a secure internet connection.
Not consolidating this information is a
disservice to those you love and trust.
”
If you don’t consolidate your information like this, you’re doing a disservice to those who you love and trust the most. They’re the ones who are going to have to figure it out after you move on.
If you have any questions for me in the meantime, don’t hesitate to give me a call or send me an email. I would love to hear from you.
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Any opinions are those of Jeff Green and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Green Financial Group is not a registered broker dealer and is independent of Raymond James Financial Services.
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