I have over 33 Years of experience assisting Financal Advisors and their clients. I started my career in New York City on Wall Street between 1987 through 1994. I worked with High Net Worth clients at several major investment firms in South Florida from 1994 through 2020. I assisted one of the top financial advisors at Smith Barney/Morgan Stanley, from 2002 - 2016. I was then hired at a European investment banking firm in America, from 2016 through 2020. There, I assisted clients who became incapacitated and their families after the client passed away. I helped with organizing and disseminating annuities and brokerage accounts to their beneficiaries according to their wishes after they passed away. I am uniquely qualified in assisting with organizing the most essential estate documents so it is easier to access for you, your spouse and heirs. Gathering Trusts, social media passwords, bank account information in one secure place is essential to allowing your spouse and heirs to properly grieve or help you if anything happens to you.
Unfortunately, I experienced it personally and wished my parent's essential documents and important information was accessible and easy to locate when my mother passed away unexpectedly.
I have an easy process that can assist with gathering and securing your essential estate information. Feel free to contact me for any assistance I can provide.
An attorney or paralegal will charge $125 -$300 an hour for things you can do yourself. You may still need an attorney or CPA for large estates and probate and other special situations.
