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.
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