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PPC's LifeRecords® is a personal information organizer designed to help your clients organize their important personal financial records and estate planning documents in one convenient location. Everything the client needs is contained in a deluxe notebook, complete with plastic sleeves to hold important documents. A special insert page is available to help clients store the business cards of their professional advisors and health care providers. PPC's LifeRecords offers the following benefits:
Provides peace of mind to the client and heirs that everything is "in order" in the event he or she becomes temporarily or permanently incapacitated or upon the client's death. Offers a smooth transition for family members during a time that is very stressful. Minimizes loss and delay in settling the estate by ensuring that all assets are properly accounted for, such as life insurance policies and business interests. Prevents misunderstanding and minimizes conflict among beneficiaries by documenting asset locations as well as client wishes that are to be carried out. Provides a complete overview of the client's financial picture for the financial or legal advisor to review and evaluate.
Provide LifeRecords to your clients as part of an estate planning engagement or as a marketing tool to reinforce your value as a trusted adviser. Either way, your clients and their heirs will quickly recognize and appreciate its value.
FREE BONUS! LifeRecords includes a companion LifeRecords CD to simplify the task of completing or updating the information in the binder. The companion CD contains document files (.doc) of the LifeRecords' templates that can be easily modified using most major word processing software. The pages can then be printed for inclusion in the LifeRecords' binder. You'll save even more time with the CD!
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