Snapshot of Estate

Visualize the accurate structure, content and value of a client's estate regardless of the number of family members, legal entities (trusts, corporations, partnerships and LLCs) and assets.

  • Trusts
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Multi-tiered Structures

Critical Date Monitoring

Track important dates related to critical documents. Have instant access to the document for ease of reference. Keep the team on schedule by never missing an important date.

  • Estate Related Deadlines
  • Contract Expiration and Notice Dates
  • Lease Termination and Notice Dates
  • Passport and License Renewal Dates
  • Plus many more critical dates

Full Service Offering

Services includes full or partial outsourcing of information management. Centrally located information accessible by all members of a client's team of advisors 24/7. Information is automatically synced and backed up.

  • Outsource Information Management
  • Centrally Located Data
  • Full or Partial Services As Needed
  • Shared Information Among advisors
  • 24/7 Access
  • Data Backed Up and Protected




Know how your assets are titled

When I meet with people to discuss estate planning, one of the questions that I always ask is “how do you own your assets”? Are they titled in your name alone or are they jointly owned with someone else? Do the assets have beneficiary designations such as Payable on Death provisions and if so, who is the beneficiary? My inquiries are often times met with a blank stare or sometimes with a definitive answer followed up quickly with “I think.” I’m surprised how many people can’t tell me how they own their property. That is until this week. We […]

Digital estate planning, how to manage your assets before you die

Music on your computer, books on your tablet, and money hooked up to your online bank accounts; you can’t manage them after you pass away, so where does it all go? LA CROSSE, Wis. (WKBT) – Nowadays many people have wills to determine what happens to their assets once they die. However, for many that doesn’t include their digital assets. Experts say that’s a problem and their a few things you and lawyers can do to handle all of your accounts when you pass on. “It’s not really clear what the law actually is in dealing with your digital […]

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