Prevent a Breakdown in Financial Continuity by Drafting a Direction Memo®
The important people in your life will benefit tremendously from a Direction Memo—a letter of instruction that goes beyond traditional estate planning documents, written to determine who gets what—not what needs to be done.
- How would my late husband want me to invest his life insurance proceeds? Should I pay off the mortgage or save for my own retirement?
- What would my mother have wanted me to do with her jewelry?
- Which Primary Financial Advisor can I trust now that my husband’s gone?
- What happens to my spouse’s retirement plan now that they’re gone?
- Did Dad want to be cremated?
- Who is the best real estate agent to sell Mom’s house now that she is moving to the nursing home?
Do your loved ones a favor. With Direction Memo, you can answer these important questions so that grieving family members won’t have to guess.
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