Millions and millions of dollars’ worth of stocks and insurance policies end up unclaimed by the people who should inherit them.
The Investments Stewardship Organizer is for those individuals who have a sizeable portfolio of bank and brokerage accounts, retirement and pension plans, government benefits, insurance policies, and real estate holdings.
We guide you through the completion of an in-depth organizer that includes pertinent investment information so that your loved ones don’t miss out on what you planned to give to them. The result is an all-inclusive binder (in print and/or electronic form) ready to use when the need arises.
Service Options
Additional service options are as follows (click on links to view details):
Documentation Service
We can help enter your information in your organizer for you. Documentation service hours are estimated based on initial discussions with you. Actual hours may be greater than the estimate due to the level of complexity and organization of your records, the accessibility of your information, and your responsiveness to our requests for information. Additional hours to be discussed and agreed to by you and Family Stewardship Services LLC prior to use.
Limited Power of Attorney
If desired, a Limited Power of Attorney document can be drafted and executed to enable Family Stewardship Services to obtain relevant information from your financial institutions. A Limited Power of Attorney can be helpful but may not be needed in all situations. Some financial institutions don’t require a formal document per se but enable the owner to provide view access to others via online permissions. Also, some financial institutions require their own special Limited Power of Attorney form to be filled out by the owner.
Family Stewardship Services LLC can draft and execute a Limited Power of Attorney document for you when the need arises. The cost for this service will be billed separately and is due upon execution of the document.
Annual Maintenance Program
Now that you’ve invested time and energy in creating your Investments Stewardship Organizer, keep it up to date with our annual maintenance program. Meet with your stewardship coach each year to discuss updates, obtain feedback, and get accountability in keeping your organizer current. The Annual Maintenance Program includes:
– Annual consultation meeting with your coach
– Coach availability throughout the year for questions and answers
– Updates to your organizer
– Reprints of your organizer
How We Work Together
You may wonder what it is like working together with Family Stewardship Services. Below is a general framework that we use:
Initial Consultation
During your initial consultation with us, we find out more about your needs and you find out more about our services and availability. During the meeting, or afterwards, you decide if our services are a fit for you.
Planning Meeting
When you choose to engage us in Investments Stewardship Organizer services, our first step will be to schedule a planning meeting. During this meeting, we create your personalized completion timeline, plan the first assignment, identify action items, and schedule your coaching sessions. If you’ve requested the Documentation Services, we’ll discuss document access details during this and later meetings.
Coaching / Planning / Reviewing Sessions
Our goal for the 1st and 2nd sessions is to provide feedback on the completed assignments, plan the next assignments, and identify action items. In the 3rd coaching session, we’ll provide feedback on completed assignments, schedule the review meeting with your executor / trustee (optional), and schedule your 3-month follow-up meeting.
Meeting with You and Your Executor / Trustee (optional)
During this optional meeting, we’ll provide a high-level overview of a SAMPLE Investments Stewardship Organizer with your executor / trustee / loved one(s). There is no need, unless you desire, to provide specific details of your organizer at this meeting. We’ll also discuss questions and answers and identify action items.
Follow-Up Meeting After 3 Months
Now that you’ve invested time and energy in creating your Investments Stewardship Organizer, it is important to have a plan to keep it up to date. In this session, you meet with your stewardship coach to discuss updates, obtain feedback, and accountability options in keeping your organizer current. We can also reprint your organizer with your updates since our last meeting, if desired.
Let’s get started
Contact us for a free initial consultation. We look forward to hearing from you.