JCWT - Estate Planning 17+

Name: JCWT - Estate Planning
Author: Start Software

Start Software

Entwickelt für iPad

- Gratis

Beschreibung

Organise and manage your asset portfolio effortlessly with the JCWT – Estate Planning app. Here’s how you can enhance your financial management and estate planning:

• Keep track of properties, pensions, investments, bank accounts, insurance policies, and more.
• Sort your assets for easy navigation and management.
• Provide descriptions and account details for each asset, including assigning monetary values to each asset
• Clearly define ownership of each asset for transparency and ease of access.

Once your assets are recorded, you can:

• Adjust asset values as needed and monitor your overall portfolio total.
• Keep a history of all updates for reference.

Additionally, you have the option to:

• Share your asset information with your partner, family, and trusted advisors for streamlined financial and estate planning.
• Enable financial advisors or estate planners to provide tailored recommendations based on your asset list.

JCWT - ESTATE PLANNING — EASY, SAFE & SECURE.

Der Entwickler, Start Software, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.