InheritIQ @InheritIQ

@DS_Friend Daniella, this is so true!!

The hardest part after someone passes isn’t always grief. It’s the search for: Accounts Contacts Documents Passwords Etc...

Wills answer: “Who gets what?” Families still need: “Where is everything?” Those are two very different problems. #estateplanning #legacyplanning #personalfinancialplanning

Most people prepare a will. Very few prepare their information. That’s where families struggle most. #EstatePlanning #legacyplanning #personalwealthplanning

@jennyrozelle @bobrickert Hi Jenny and Bob. I agree that these are important documents/information and that should be available when they are needed most. An automated solution provides the best opportunity to have it in a central location where it can be easily accessed, secured, shared and maintained

@jerrihewett I Agree Jerri. In fact having an updated plan is an act of care and love!

@jennyrozelle Totally agree, plans can always be updated/changed when needed!

What Happens to Your Debt When You Die? The common fear in estate planning is that debt will pass to a surviving spouse or children. The reality is more manageable than most people realize. inheritiq.com/articles/6a1de… #estateplanning #legacyplanning #personalfinancialplanning

@MyLegacyLaw This is so true. It's an act of care and love...

@wealthy_barber Have a fantastic retirement Dave, it's well deserved!!

The Estate Planning Conversation You Need to Have With Your Parents It's one of the most important conversations you'll ever have — and one of the hardest to start. Here's how to approach it with the care, honesty, and love it deserves. inheritiq.com/articles/6a1dd… #estateplanning

The Quietest Kind of Love - There is a particular kind of peace that comes from knowing the people you love will be taken care of. Not just provided for — but genuinely prepared. Read More inheritiq.com/articles/69fcb… #estateplanning #legacyplanning #personalfinancialplanning

The people appointed to settle estates have a clear and consistent message: the hardest part of the job isn't the legal complexity or the paperwork. It's having to piece together an entire financial life from scratch, while grieving. Read more… inheritiq.com/articles/69f6a…

@safeharboroh This is so true. We believe all efforts to provide clarity to loved ones when its needed most is a thoughtful act of care.

@MarcBautis There's a lot that goes into Estate Planning and a the strategy provides clarity on the big picture and how it al fits together. Then you can work on the details of the different pieces and it'll make more sense.

@McCurry We agree with you Jesse, a scavenger hunt for information at the most difficult time is unnecessary and avoidable.

25 Things Your Family Would Need to Know! Most people underestimate how much information their loved ones would need if something happened tomorrow. Read more.. inheritiq.com/articles/69f8c… #estateplanning #digitallegacy #familypreparedness

Left Without a Map - Every year, millions of spouses and family members are left to manage a financial life they were never fully shown. What they experience is one of the most important lessons in estate planning. Full article...inheritiq.com/articles/69f6a…

@AdamsBrown_MP Hey Ben, I totally agree. We sometimes call this a scavenger hunt for information which should be unnecessary.

Keeping your estate information updated is just as important as creating it! Getting organized is step one. Staying organized as your life changes is what actually protects your family. Read more here… inheritiq.com/articles/69ade…