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Home > Why Estate Review?
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Getting your financial and personal affairs in order is an important task.
The time to plan for a crisis is not after it happens.
Get started today with Estate Review.
You never know what tomorrow may bring
  • There is now over $58 billion dollars worth of unclaimed funds in state accounts, a significant part from unidentified survivor benefits. Make sure your heirs know what you’ve got and where to find it. Take the time to create a clear roadmap to your assets and liabilities, insurance policies, contacts and important personal information.

  • 1.5 million heart attacks occur in the United States each year, and more than 800,000 deaths due to cardiovascular disease. In a crisis, caretakers and survivors often don't know who to call. Do you have a Contacts list arranged by relationship? (Family members, doctors, vet, work contact, attorney, estate planner, friends, household workers.)

  • Each year, about 795,000 people suffer a stroke. Have you created an Advance Health Care Directive? Does anyone know where it is?

  • Between 2008 and 2017, the National Fire Prevention Association reports 1.85 million house fires, with a total property damage of $69.3 billion. Have you created a Personal Property Inventory?

  • The CDC reports about one third of the population over the age of 65 falls each year. Do you have an updated list of your medications and your doctors in your wallet? Relaying this information after a trauma can be difficult.
What is an Estate?
An estate is the net worth of a person at any point in time. It is the sum of a person's assets less all liabilities at that time.
What is Estate Review?
Your estate is a collection of information related to your assets and liabilities. But Estate Review is not just about your net worth, it is about all of the things your family or friends would need to know if something happens, expected or unexpected, to you.
Automated Reports.
Estate Review generates more than 30 automated printable reports, including a Net Worth Statement and Estate Net Value report. Print them out to share with your financial planner, estate planner, spouse, caretakers and survivors.
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