PROTECT YOUR CLIENTS WITH EXECUTOR ASSIST

Every year, nearly 2.5 million identities of deceased Americans are used for fraudulent account activity and to open new services.1 This threat is known as "ghosting" and can have serious risk to your client's financial assets, credit cards, tax returns, and driver's license information. It's a serious issue that can disrupt estate settlements for months – sometimes years.
Estate planning, asset protection and a seamless settlement process are top priorities. Executor Assist helps advisors provide identity theft protection and prevents delay in estate settlements due fraud. It also positions them as a trusted advisor to the next generation of potential clients. Manage what matters most to your clients with Executor Assist.

What is Executor Assist?

Executor Assist is a self-service solution that prevents the risk of identity theft by making it easier to notify organizations of the passing of a loved one.
Simplify the account closure process.
Notify organizations, including credit card companies and social media sites.
Access anywhere, anytime, without delay.
PROTECT THEIR WEALTH AND LEGACY AGAINST FRAUD
"Ghosting" impacts nearly 2.5 million identities of deceased individuals every year. Now's the time to protect the wealth and legacy of your clients.

One Solution. Many Advantages.

Next Generation Client Introductions
Build a relationship bridge between your client and their heirs.
Business Growth
Differentiate your business and attract new clients.
Client Support
Provide support for clients acting as executors for another estate.
Client Retention
Carve a niche in times of market volatility that speaks directly to your client's needs.
Conversation Starter
Position yourself as the go-to professional for key financial matters.
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“Protecting Your Clients from ID Theft at Death” Whitepaper

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Talk with your client about keeping this information with their plans.

The executor is directed back to you to initiate Executor Assist when your client passes away.