Do You Know Where Your Money Is? Record Tree® Knows.

Personal Financial Record

Sometimes families suffer tragic financial losses because they don't know where all their assets are. Record Tree® keeps track of them for you. It's not enough, however, for just you to know. Your family, caregivers and estate also need to know. Your hard-earned wealth can languish in limbo if no one knows where it is. Record Tree® lets you create controlled access to the details of your personal financial plan, where assets are located and how to retrieve them.

 

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Personal Financial Record - Stock Certificates – Record Tree®

Did you know?

  • One quarter of all life insurance benefits go unclaimed
  • The SEC estimates 3 million stockholders are entitled to unclaimed stock worth $10 billion
  • Government agencies are holding $60 billion in unclaimed property and missing money
  • $500 million in Social Security benefit checks go unclaimed every year
  • Less than 1% of U.S. Savings Bond holders are successfully notified when the bonds reach maturity

Personal Financial Record – Couple – Record Tree®

Record Tree® remembers where everything is so you don't have to

You've heard it before, "out of sight, out of mind". It's especially true when it comes to financial assets. You don't always see or think about certificates, polices, securities, notes and other physical assets. But, they are there. Somewhere. Create a personal financial record in Record Tree® and keep all your information in one place. You'll always know where your money is.

Personal Financial Record – Locations – Record Tree®

Record the location of financial assets in Record Tree® and never lose track of your money.

Product Package - Record Tree®

Create and control authorized access to important documents in case of sudden illness or incapacitation.



It could be the difference between Money Lost and

Money Found


Make a personal financial plan and keep the details all together in Record Tree®.  Nothing will ever get forgotten.