Broker Check

The 25 Documents You Need Before You Die (Your “Death-Dossier”)

Get Them While You Can

Madison Wealth Managers introduces an unparalleled service aimed at ensuring your legacy and wealth are comprehensively organized and easily navigable for your heirs – the Death Dossier. In every life journey, certain critical documents play pivotal roles, not just in managing your wealth and business affairs but also in ensuring a seamless transition for those you leave behind. The Death Dossier service is designed to meticulously collect and structure 25 essential documents such as marriage licenses, divorce papers, comprehensive personal and family medical histories, durable health-care powers of attorney, life-insurance policies, retirement accounts, and more, right down to a detailed list of all user names and passwords. This initiative is not just about organizing paperwork; it's about creating a clear path through which your legacy can be continued without the hurdles of legal and financial complexities.

The significance of compiling and organizing these documents cannot be overstated. In the absence of a well-structured Death Dossier, individuals may unknowingly set their heirs up for considerable frustration and financial strain. The passing of a loved one is challenging enough without the added burden of navigating through a maze of uncatalogued important documents and making critical decisions without clear directives. Early preparation of a Death Dossier with Madison Wealth Managers not only ensures that your affairs are in order but also acts as a beacon of guidance for your heirs during a difficult time. It is a thoughtful and responsible step towards safeguarding your wealth and ensuring your wishes are honored, providing peace of mind to both you and your loved ones.

You may like to check our resource center.

Madison Wealth Managers understands the complexities involved in gathering and organizing such sensitive and crucial information. That’s why our Death Dossier service is crafted to be as seamless and comprehensive as possible. Our team of experienced professionals works closely with you to ensure no detail is overlooked, from securing your financial assets to honoring your personal wishes regarding healthcare. Designing your Death Dossier soon is an act of love and foresight, removing unnecessary stress and paving the way for a smoother transition. Entrust your legacy to Madison Wealth Managers and take the first step toward a well-prepared future, ensuring your heirs are shielded from avoidable frustration and financial hardships.

Discover other financial services or contact us to request a consultation.

Important Documents

Important Documents

Design your Death Dossier soon- or you could be setting up your Heirs for Frustration and Financial Pain.

Click here and Request Yours Today