This unique feature delivers the critically important narrative of your estate. The software automatically integrates the key information you enter with the important documents you store – precisely what’s needed if you can’t be there to tell family members what they may desperately need to know.
In this way, your one click Crucial Facts Report & Directory is your family’s “prepared for anything” plan. Anything? Yes, anything, because although originally designed for estate planning, clients also use Now Sorted in case of contingencies such as fire or flood – everything is available now.
Your report is a PDF which you may share with the people you trust – key family members or a professional adviser such as an accountant, lawyer or financial planner. This way, even during times of unexpected emergency, you are always in control.