Addie Woods Consulting Co

When someone dies, loved ones shouldn’t have to worry about who they should call for advice, comfort and support.  They shouldn’t be forced to go on a scavenger hunt to find the things that must be found.  Families shouldn’t have to guess at what tasks need to be attended to first.

How well do you know your clients?  Are you their only financial advisor?

Are you sure that the plans you have made with your clients will work and that you will be the advisor of choice when the surviving family members really need some help and advice?

Have you covered all the bases?  Are you sure?  What have you left to chance?

The Beneficiary Book is the final exam for your clients.  Let’s make sure they get it right.

The most precious gift you can give to your own family and your client’s family is a gift of answers. 

Click here to view and print a list of questions for you to think about and answer about your own plan.

Link to The Beneficary Book Website

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Download BookPlate Order Form

Client Cover Letter