Six Things to Consider Before Accepting the Role of an Executor of an Estate

Creating a Trust or Will, Executor Responsibilities /

Being asked to be the executor of an estate is a significant responsibility and an honor. However, it’s crucial to carefully consider several factors before accepting this role. Here are six key things to ponder: 1. Professional Liability If you are already a professional lawyer or financial advisor, consider the potential risk to your practice. […]

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Confronting Denial: 7 Steps to Prepare for a Positive Legacy

Creating a Trust or Will, Preparing for a Positive Legacy /

Denial is a powerful force in human emotion, often allowing people to maintain harmful habits. Whether it’s smoking, overeating, or indulging in other vices, denial helps people justify their actions. However, there’s one form of denial that is universal: planning for one’s eventual death. If you’ve received a medical diagnosis with a poor prognosis, the

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Budgets Are Not Fad Diets: A Path to Financial Health

Financial Health Plan /

Maintaining financial health shares many similarities with maintaining a healthy diet, yet the consequences of straying from a financial plan can be far more significant. When you indulge in something with poor nutritional value, your body often responds quickly, like an upset stomach. While the discomfort is temporary, the taste of that fried fair food

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Estate Planning: Essential Tips for Distributing Assets Fairly and Effectively

Creating a Trust or Will, Estate Planning /

When it comes to estate planning, there are several crucial considerations to ensure that your wishes are carried out smoothly and fairly. Here are some key points to keep in mind: 1. Thoughtful Distribution to Children Children can be biological, adopted, or from current or past relationships. When planning to distribute your estate to your

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Embracing Order: 7 Steps to Prevent Chaos and Preserve Your Legacy

Creating a Trust or Will, Legacy Planning /

The aftermath of death often brings a whirlwind of confusion and disorder, but it doesn’t have to be this way. With some forethought and preparation, you can significantly reduce or even eliminate potential problems. Here are seven simple steps to help you avoid chaos and ensure your legacy remains untarnished. 1. Clearly Document Your Wishes

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7 Crucial Factors to Consider Before Drafting a Trust or Will

Creating a Trust or Will /

Creating a trust or will is a significant step in planning for the future and ensuring your wishes are honored. Here are five crucial factors to consider before drafting these essential documents: 1. Addressing Children of Different Ages and Backgrounds When planning your estate, consider all children involved, whether they are biological, adopted, or from

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10 Reasons Why Digital Accounts for Important Information Are Better Than Paper

Digital Accounts Benefits /

In today’s rapidly advancing digital world, managing important information has become more efficient and secure through digital accounts. Here are ten compelling reasons why you should consider digital over paper for your important information: 1. Enhanced Security Digital accounts offer robust security features such as encryption, two-factor authentication, and biometric verification. These measures protect your

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Six Things to Consider Before Asking Someone to Be the Executor of Your Estate

Creating a Trust or Will, Estate Planning /

As a professional wealth manager and financial advisor for over three decades, I’ve yet to encounter an Executor who had a completely smooth experience without challenges. Finding someone willing to take on this role again after their first experience is rare. Before asking anyone to be the Executor of your estate, consider these six important

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Hi (trusted person),

it’s (Plan Creator), and you are getting this (text or email) because you are one of the most influential people in my life and I would like you to be one of my Trusted Individuals “If I Die”. Making sure my family, friends and loved ones are taken care of “When I Die” is being handled by this web-based program I have purchased from a company called Asset Planet. This program is accessible anywhere in the world with Internet connection, and makes a challenging process much easier for those I leave behind.

There is no cost to you as one of my Trusted individuals, but there is a responsibility to possibly activate the program should you be the first to learn about my death. After the activation process has begun you would be part of a team of other Trusted Individuals to maximize how you can collaborate to make my death easier on everyone.

The web-based process is linear and designed by experienced financial professionals who got tired of watching the chaos that often surrounds someone passing. (optional) This need for care is amplified when you are the (matriarch or patriarch) of a family which carries great responsibility and I am very appreciative of our relationship and believe you are one of the best people to help in a time of need. You can access this program from anywhere with an Internet connection and is best viewed with a tablet or larger monitor – vs a phone. There is nothing to break or worry about doing wrong so there is low stress around tech or financial literacy.

All you have to do is remember the websites https://IfIDie.com or https://WhenIDie.com and this program relies on your cell phone text for 2FA verification due to the private nature of the topic. No need for complicated forms or personal information, just your name and phone number.

You must apply and be approved before accessing the agent sale site.

Currently beta testing sign-up for 1st release

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Trusted Individuals – Anybody chosen by a Plan Creator who then accepts the honor to support a friend, colleague, or family member to deliver a positive legacy.  If a Trusted Individual is on multiple plans, they will have a unique dashboard allowing them to log into various plans. Professionals such as lawyers, doctors, and financial advisers are likely to be involved in multiple plans, plus there is always that great friend that multiple people genuinely trust.  Everyone accepting the role of Trusted Individual is incredible, and Asset Planet is here to help when needed.

E-mail /Text Sample accepting role as Trusted Individual

Plan Creator – Each plan is based on a single Creator designed to meet their needs.  Plan Creators can adjust, modify, revoke privileges, and act as the plan’s Super Administrator. Plan Creators are the only ones to lock and unlock features for viewers and other users. Plan Creators are the only ones that can order products or services from within the program. Audio or video messages cannot be altered by anybody other than by the Plan Creator.