The Widow's Trust - Your Complete Personal data Profile & Instruction Manual for You
The Widow's Trust - A Complete Personal Profile & Instruction Manual
While advising clients, family & friends for over 25 years, we discovered how critical up-to-date asset information can be. We know all about improper title registration for asset accounts, unknown values and legitimacy of stock certificates, forgotten option awards, unknown bond maturity dates, updating beneficiary designations, calculating annuity dates, expiring life insurance policies or worse, data which is mistakenly no longer in-force. We've resolved back-office difficulties of transferring asset control after a debilitating medical occurrence or death.
We've assisted in researching changes in client mortgage lenders, updating driver's licenses, passports, listing new computer hardware, cell phones and other technology that contains valuable personal data.
We 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.
Don't wait for a medical emergency to put your administrative house in order. Completing The Widow's Trust relieves you of the anxiety and concern that ALL matters will be handle properly and without conflict or confusion. You owe it to yourself and your family to share your thoughtful wishes and assist them in completing 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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Oasis Capital Management LLC - since 2008. All Rights Reserved 2024.
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