Getting Your Life Planning in Shape
The challenge of managing all your own day-to-day life demands makes it hard to have the time to focus on making sure all your personal business affairs are in shape to best take care of you and your family now - or just as importantly, to protect you and them in future years.
As your family and/or assets grow, your affairs become more complex, and it becomes increasingly more critical that you have all your investment, insurance, retirement, trust and estate planning affairs in shape - especially if anything might happen to you. You may not even know where to start, what to look for or at, or the right advisors to whom to turn. Even if you do, you may not have the time or the inclination to get everything in shape. Everyone deserves to have the peace of mind that they and their families are well covered and protected - and have the best advisors.
This is where Matters at Hand can help. Knowing that a knowledgeable Matters at Hand team member is working on your behalf - gathering, reviewing and assessing all your important documents, accounts and budgets - and if your affairs are not in shape, then working with your attorney, accountant, banker, insurance agents, and/or financial advisor to do so - will bring great peace of mind to everyone. We will identify, coordinate, review, and project manage all the matters at hand that must be addressed for you to make the final approvals to get everything completed. We fill out the forms, provide your advisors with the information they need, send the needed correspondence to the right places - making sure everything is done correctly on your behalf.
If you need any professional advisor referrals, we have a large network of the best attorneys, CPAs, financial advisors, corporate trustees, insurance brokers, Realtors, etc. to recommend to you. Matters at Hand never has any access to any accounts or monies, we just efficiently, and professionally facilitate everything you need done.
A Matters at Hand team member will meet with you and/or other family members personally in a free consultation to customize a service plan specifically to satisfy the goals you need to get finalized.
We Can Help Make the Process Easier
Information Discovery, Review, & Assessment
Your Matters at Hand team member will gather, review, and
assess all your important information and records:
Bank, investment, stock, option holdings
Retirement and pension beneficiaries
Mortgage, loan and credit statements
Insurance coverage and premiums (life, medical, long term care, auto, home, umbrella, etc.)
Real estate holdings and titles
Titles for vehicles
Monthly and annual expenses for budget reasons
Minor guardianship trusts
Property appraisals
Promissory notes for legal documentation
Trust, will, power of attorney, healthcare directive documents
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Facilitating What Needs to Be Revised or Initiated
If our discovery unveils that you need better insurance coverage, or you are paying too much in premiums - or you do not have a trust and will - or your current trust documents are outdated or do not provide you will any estate planning, your experienced Matters at Hand team member can facilitate getting everything in order for you. We will notify and work with your current advisors, or if you need any advisor referrals, we have a large network of the best professionals to recommend to you. We have the knowledge to get all the necessary business and personal matters taken care of quickly and efficiently. We do the work to get everything ready for you to approve and sign.
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Matters at Hand will facilitate:
Introductions to trust/estate planning attorneys; CPAs; financial advisors; insurance brokers, trust officers, Realtors, etc.
Overseeing the initiation of new trust and will, POA & healthcare directive documents
Funding of a trust (except for real estate property)
Refinancing of real estate
Consolidation of credit card debt
Transferring of property titles and deeds
Getting stock certificates in the correct name
New or revised health insurance coverage (medical; long term care)
New or revised home, auto or boat insurance coverage
Getting new life insurance or setting up of life insurance trust
Changing of life insurance plan beneficiaries
Changing/updating beneficiaries on retirement and pension accounts
Monthly budget and long term cash flow plans
Automated bill paying and deposits
Setting up of Safe Deposit Boxes
Security and safety precautions around the home
Coordinating Whatever You Need
Matters at Hand can coordinate:
Selling of and/or improving of your home
In Home Care Managers referrals
Overseeing home estate sale
Selling and/or purchasing of vehicles
Keeping You On Track
As part of our service, we will put together a filing system of all pertinent information; records of closed accounts, new documents and contacts; copies of all the correspondence letters sent out; budgets and contacts.
Call Us For a Free Consultation: (800) 705-2911
Call us at (800) 705-2911 for a free consultation so we can take you through an even more in depth list of our services. We will then customize our service offerings to meet your specific needs. You will certainly have the peace of mind that all your affairs are in shape for your years going forward.
Charitable Contribution:
Matters at Hand will donate 5% of each client's fees to their favorite charity in the name of their choice (at the $3,000 project fee level).
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