There is only one thing you need to get started:

  • Your Beneficiary Review report

To provide you with your customized report, the first step is to complete the Strategy Assessment®. This is complimentary and available in Generational Vault – secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

Get Started

The word estate doesn’t always mean a mansion with a swimming pool, but rather refers to the assets you’ve acquired over a lifetime – your home, automobiles, insurance policies, bank and retirement accounts, heirlooms, and much more.

Since most retirees will have assets that may benefit their heirs when they are no longer here, it is important to take the necessary steps to pass them on with as little interference as possible.

Learn more about creating a strategy to ensure a seamless, worry-free transition of your assets to your heirs.

This information is not tax or legal advice. Please consult the appropriate professional for tax or legal advice.