Personal Critical Document Inventory
We provide critical advocacy support services that aids
individuals through improved planning, data collection, information organization and support assistance related to estates,
trusts, and life decisions.
Through a personalized hands-on approach, we can enhance your decision making,
reduce future paperwork and burden on your loved ones, and better ensure that your wishes are clearly identified and understood
by your executor/executrix.
Why Consider us? You are worth more than you think!
- A majority of individuals underestimate the overall
value of their estate and assets
- A
majority of individuals overlook pensions and related benefits
- Executor/Executrix roles are often assumed and therefore individuals
are not adequately prepared to complete the necessary responsibilities
- Without organized files and information, the
overall process can be overwhelming
- Eliminates
confusion over final requests and desires
- Improved access to key information and documentation will reduce time to finalize estate paperwork and estate
related costs
- Reduces burden on loved ones
Our Basic Record Assistance Service includes:
• Information Worksheet – A
comprehensive worksheet identifies 300 critical areas of information that will help ensure that you have a comprehensive storage
and retrieval system. Our worksheet identifies a wide range of areas
such as vital records (birth, marriage and death certificates), assets and investments, insurances, medical, employment information
and related benefits, union affiliations, mortgage deeds, military service, current bills and financial obligations, pensions,
and religious information.
• Consolidated Documentation – NEIAS provides you with the necessary data collection forms as well as a personalized bound
document holder for keeping all your information.
• Data Collection Assistance – Provides 2 hours of hands-on
consulting assistance to assess your current state of information preparedness,
identify and retrieve critical personal information, and/or discuss actions
necessary to complete the overall process.
Additional Services:
Digital storage & Annual update service.
Scanning & burning to CDRW ROM (allows you to add/delete/change) all
your critical documents.
Review and make changes to your inventory.
Fees
may change without notice, however, we make every effort to inform you when discussing fees.
