Beneficiary Account Readiness Audit:
A non-legal organizational check to ensure account setup and primary paperwork align with the client's intentions.
Coaching Focus: Account beneficiary designation audit across 401ks/IRAs/bank accounts, creating an "In Case of Emergency" master document list, and providing an estate/legacy document checklist (Wills, Power of Attorney, Healthcare Directives) to take to an estate attorney.
Disclaimer: All coaching services and resources are for educational purposes only and do not constitute formal investment, tax, or legal advice. Please consult a licensed professional for individual guidance.
Beneficiary Account Readiness Audit:
A non-legal organizational check to ensure account setup and primary paperwork align with the client's intentions.
Coaching Focus: Account beneficiary designation audit across 401ks/IRAs/bank accounts, creating an "In Case of Emergency" master document list, and providing an estate/legacy document checklist (Wills, Power of Attorney, Healthcare Directives) to take to an estate attorney.
Disclaimer: All coaching services and resources are for educational purposes only and do not constitute formal investment, tax, or legal advice. Please consult a licensed professional for individual guidance.