Over your lifetime, you have worked hard for what you have. You have followed solid advice and created an estate plan and living trust so that, when you pass, your spouse, children, family, friends, or charities can benefit from your diligence and hard work.
But the documents that will govern the transfer of your assets, such as your trust, were conceived of hundreds of years ago, when people knew each other and the business they transacted was local. When these documents were invented, the printing press and wax seals were the technologies of the day.
Today, we live in a technologically interconnected world. We regularly transact business with unknown people across the country and the globe. Today’s technological wonders are things nobody could have imagined even 100 years ago. Yet our courts, legislatures, and private financial institutions still utilize antiquated analog technologies, like wet signatures and rubber stamps, to secure the most important legal documents in your life.
As an attorney, your clients have come to you seeking legal advice. You have advised them properly and set up everything within your power to protect them. However, you know just how fragile all that planning can become. A vexatious child, a disgruntled heir, or a common criminal can cause absolute fits for legal documents and the people and property they are supposed to protect. It can become a nightmare, costing hundreds of thousands of dollars to untangle.
With Illuminote, your clients can get the comprehensive protection they deserve. And, when your clients list you among their Trusted Persons, you will be the first to know anytime that something suspect transpires.
As a financial advisor, we know it’s becoming increasingly difficult to differentiate yourself from your competitors. You’re a great financial advisor but your value is now being questioned as clients do more of their own research and credit software as a large part of your value to them. We also know that referrals and relationship building is a crucial aspect of your business. For these reasons, Illuminote offers financial advisors an opportunity to differentiate themselves from the competition and serve their clients better by securing their living trust documents for the future.
Founded by an estate planner, elder abuse litigator, and financial advisor, Illuminote knows how quickly hundreds of thousands of dollars can be lost to legal fees as a result of disputed trust documents. With Illuminote, we ensure that each registered document is verified and authenticated. No longer are there avoidable discrepancies between wet ink documents or authorized signers.
Benefits of Illuminote for Financial Advisors:
Offers a value-added service, securing the living trust of your clients.
Ensures no inheritance is lost to subsequent legal fees as a result of disputed trust documents.
Locks down your client’s financial planning wishes.
Protects your clients against unseen financial abuse.
Builds relationships and rapport with trust beneficiaries for additional referral business.
Proactively looks out for the financial best interest of your clients.
As a professional fiduciary, we know your job in many cases is more of a burden than a privilege. If things aren’t in order, it can become difficult to authenticate and manage all the wet ink documents entrusted to you. While your intentions are pure, you may regret your responsibility when surprise amendments, powers of appointment, disgruntled beneficiaries, or lost and incomplete documents inevitably arise – we know how it is! This is why we’ve created a platform that simplifies the whole process for you.
Benefits of Illuminote for Professional Fiduciaries:
Perform your job easier and more effectively.
Validate and organize all living trust documents you manage.
Know exactly who has access to these documents and when they accessed them.
Protect against unseen financial abuse with full control.
Proactively look out for the financial best interests of those you manage.
Rest easy knowing you are protected from expensive legal battles due to mismanaged documents.
Americans are on the cusp of the greatest wealth transfer in recorded history, as sixty eight trillion dollars (that’s $68,000,000,000,000) from the Silent and Baby Boomer generations will change hands in the next 25 years, much of it through trusteeship, executorship, and power of attorney. And, though you have established protocols and training for your front-line employees, you know that mistakes, from innocuous errors to purposeful fraud, can and do happen. What is the answer? Better training? Better form documents? Better lobbying?
Illuminote offers a solution: the Document and Agency Registry and Clearinghouse, by Illuminote. We call it DARCI.
By subscribing to DARCI, your bank, insurance company, brokerage firm, or title company can verify trusteeship accurately and in real-time.
Call us today at 707-525-0404 to learn more about DARCI and discuss enterprise pricing.
Peace of mind is worth every penny.
The security of your future is one click away. We cannot wait for you to join our family of members who have already made one of the best decisions for securing their present and their future.