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As financial planners, our first priority is helping you take care of yourself and your family. At Atlas, we believe the best way to do this is to have a plan, and then document that plan and share it with your loved ones. If you truly want to provide for and protect your family, you should also save them unnecessary stress should something unexpected happen to you. Please download "The Facts of Life" by clicking on the green box below. Or, you can scroll down and complete one section at a time. Then, set up a calendar reminder to review each section annually. Happy planning!
Keep track of all of your critical information and contacts in one place such as a will, trust home title, trusted advisors and more.
List all of your financial, property and personal records together in one place.
When you pass, your loved ones can be shut out of your online accounts including banking, social media and photo apps. Don't let this happen to you.
Share your final wishes with your loved ones and help them through what is sure to be a stressful time.