We Can Help Keep Your Important Documents Safe

Lauren Smith |


I was the executor of my father’s estate when he passed six years ago, and it was more than a little stressful.
Here’s how we’ll make sure the same thing won’t happen to you.

Book an Initial Consultation  How We Can Help You


Father’s day was a few weeks ago, and I had a great time with my three boys. We were out at Lake Charles, had a great dinner, and went fishing the next day. During this time, I started thinking about my dad, who passed about six years ago.

When my father passed away, he made me the executor of his estate. Those of you who have been executors of an estate know that it’s a lot of work and can be a hassle, especially if the person who passed does not have their affairs in order. My dad’s affairs were scattered about in different places and it made it difficult to compile all of that information to settle the estate. It took me about a year and I wish it didn’t.

On our private client website, we have something called “the vault.” We encourage all of our clients to put their information in the vault, including wills, bank statements, account information, life insurance, passports, and more. You can then access any of these documents anywhere in the world where you have a secure internet connection.

 

Not consolidating this information is a
disservice to those you love and trust.


 

If you don’t consolidate your information like this, you’re doing a disservice to those who you love and trust the most. They’re the ones who are going to have to figure it out after you move on.

If you have any questions for me in the meantime, don’t hesitate to give me a call or send me an email. I would love to hear from you.

 

Securities Offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
 
Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Green Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James Financial Services does not accept orders and/or instructions regarding your account by email, voicemail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. Email sent through the Internet is not secure or confidential. Raymond James Financial Services reserves the right to monitor all email.
 
The information contained in this report does not purport to be a complete description of the securities, markets or developments referred to in this material. IT has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing materials accurate or complete.  This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.  Any opinions are those of Jeff Green and not necessarily Raymond James. Expressions of opinion are as of this date and are subject to change without notice.  There is no assurance any of the trends mentioned will continue or forecast will occur.
 
Any information provided in this email has been prepared from sources believed to be reliable, but is not guaranteed by Raymond James Financial Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. Raymond James Financial Services and its employees may own options, rights or warrants to purchase any of the securities mentioned in email. This email is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Jeffrey Green and not necessarily those of Raymond James.

Any opinions are those of Jeff Green and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Green Financial Group is not a registered broker dealer and is independent of Raymond James Financial Services.

There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing in the energy sector involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors.