The Widow's Trust - Your Complete Personal Data Digital Profile & Instruction Manual
Have you ever thought of assembling your entire personal data profile into one, fully secure, easy to access digital report?
Congratulations! You've successfully managed to accumulate a considerable portfolio of prized assets. You no doubt have all the paperwork & documents scattered in various home or business office files. But how easy would it be if you needed to access these documents immediately or task someone else to locate them in an emergency?
We all operate with good intentions when it comes to personal files but even the best organizer can fall short.
How convenient would it be to assemble all your personal data into one, fully secured, easy to access digital file? A report that would list banking, investments, retirement, real estate, insurance and personal holdings? A file that provides your spouse or trusted person critical access to your phone, laptop, email account, medical and insurance data, as well as important business contacts in the event of a health or travel emergency? And what if that report provided detailed instructions for future care givers and medical professionals as well as your final instruction planning for your heirs?
With over 25 years of advising business owners, medical professionals and their families addressing these very issues, we designed The Widow's Trust - Your Complete Personal Data Profile & Detailed Instruction Manual for Your Heirs.
Click the menu above to discover all The Widow's Trust provides and also read what others have discovered about the Widow's Trust, by visiting our Testimonial Page. You can also click here to find our short video https://youtu.be/FXUBJqJFFpA.
Call or text the letter "WT" to 484-883-2660 to find out how the Widow's Trust can alleviate the anxiety, pressure and challenge of accessing important information when you need it the most.
The only thing certain is the uncertainty of tomorrow. Get prepared now!
Tom Robertson - Director of Client Data Profiles & Planning
