The Widow's TRUST

 The Widow's Trust - A Complete Personal Data Profile & Instruction Manual

While managing client financial affairs for over 25 years, we discovered how critical it is for them to keep up-to-date information about their holdings and access to their personal care.  We know all about improper title registration for assets, unknown values, ghost 401(k) accounts, the need to update old beneficiary designations, or noting expiring term-life insurance policies.

We've also assisted clients with researching changes in their mortgage lenders, updating driver's licenses, passports, listing new computer hardware, cell phones and other technology data.

We also know that clients change banks, investment advisors, keep 401(k) assets at old companies long after they have moved on.  The Widow's Trust was designed to address these and other information and logistic ambiguities most of us never get around to updating or listing. 

The Widow's Trust is not a substitute for a formal Will or Estate Plan but provides more detailed accounting of personal data, financial assets, health care, a list of current service professionals, as well as explicit funeral directives and personal message to surviving loved ones who are typically unprepared to easily and comfortably deal with the difficult tasks at hand.

We surveyed a diverse group between the ages of 50 and 89 and found a resounding desire of most to keep an up-to-date accounting of all their assets as well as emergency and final planning instructions for their surviving spouse, heirs or trusted person(s).

Don't wait for that unexpected medical or travel emergency to arise.

You owe it to yourself and your family to share your plans, directions and thoughtful wishes, providing assistance for them in complete many difficult tasks in the event of your incapacity.

To find out more, message trobertson@whyoasis.com to arrange a brief meeting over coffee or text the letters "WT" to 484-883-2660 now! 

You can also reach us Toll Free at 888-321-0775 or in Wilmington (NC)

at 910-498-9050.

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