ASSETASSISTANTLLC.COM

Asset Assistant LLC

How We Can Help. Our goal is to get your financial house in order. We can help by expediting the paperwork and reporting processes required in order to change your name, retitle accounts, update beneficiaries, divide assets and more. We apologize that Asset Assistant is not accepting new business at this time. Please check in with us again in the future! We provide the legwork after the legal work. Institute for Divorce Financial Analysts. Like Asset Assistant on Facebook. Get in touch with an assistant.

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Asset Assistant LLC | assetassistantllc.com Reviews

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How We Can Help. Our goal is to get your financial house in order. We can help by expediting the paperwork and reporting processes required in order to change your name, retitle accounts, update beneficiaries, divide assets and more. We apologize that Asset Assistant is not accepting new business at this time. Please check in with us again in the future! We provide the legwork after the legal work. Institute for Divorce Financial Analysts. Like Asset Assistant on Facebook. Get in touch with an assistant.

<META> KEYWORDS

1 getting started

2 marriage

3 estate planning

4 divorce

5 news and press

6 judy rubin

7 helpful links

8 plaza advisory group

9 certified financial planner

10 asset assistant llc

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Asset Assistant LLC | assetassistantllc.com Reviews

https://assetassistantllc.com

How We Can Help. Our goal is to get your financial house in order. We can help by expediting the paperwork and reporting processes required in order to change your name, retitle accounts, update beneficiaries, divide assets and more. We apologize that Asset Assistant is not accepting new business at this time. Please check in with us again in the future! We provide the legwork after the legal work. Institute for Divorce Financial Analysts. Like Asset Assistant on Facebook. Get in touch with an assistant.

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assetassistantllc.com

1

About Us - Asset Assistant LLC

http://www.assetassistantllc.com/about.php

How We Can Help. Judy L. Rubin. Katie combines her understanding of technology and experience with client service to deliver fast and accurate help in the process of communicating legal name changes to custodians, banks, brokerage companies and other contacts. Katie graduated with a Bachelor of Science degree in Business Administration from the W.P. Carey School of Business at Arizona State University in 2011. I highly recommend their services. Changing one's name or re-titling ones assets seems like an ...

2

Getting Started - Asset Assistant LLC

http://www.assetassistantllc.com/getting-started.php

How We Can Help. Gather up everything that needs to be changed. Monthly statements, titles, loan statements, insurance policy statements etc. Be able to prove who you are. Usually people can rely on one of the following:. US State-issued non-driver identification card. Show the legal document initiating the change. The most common documents for change are as follows:. Then give us a call to set up an appointment so that we can assist you! Institute for Divorce Financial Analysts. St Louis, MO 63105.

3

How We Can Help - Asset Assistant LLC

http://www.assetassistantllc.com/how-we-can-help.php

How We Can Help. How We Can Help. We will talk with you and learn your needs. You will get an engagement letter outlining what we will do for you along with a pricing agreement. An Asset Assistant will prepare all of the necessary paperwork to help you communicate your needs and make sure that nothing falls through the cracks until you are re-organized. Institute for Divorce Financial Analysts. Like Asset Assistant on Facebook. Follow Asset Assistant on Twitter. Get in touch with an assistant.

4

Frequently Asked Questions - Asset Assistant LLC

http://www.assetassistantllc.com/faq.php

How We Can Help. Can't I do this by myself for free? For most transfers the answer is "Yes". But finding the forms, preparing them properly and submitting the orders appropriately can take loads of your valuable time. Online resources can be scary. Do you really want to put your private information on a website you just found? Will this save me money? How do I get started? Will you take care of everything? We will endeavor to make all changes to match your wishes! If we are unable to make the change acco...

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How We Can Help. Our goal is to get your financial house in order. We can help by expediting the paperwork and reporting processes required in order to change your name, retitle accounts, update beneficiaries, divide assets and more. We apologize that Asset Assistant is not accepting new business at this time. Please check in with us again in the future! We provide the legwork after the legal work. Institute for Divorce Financial Analysts. Like Asset Assistant on Facebook. Get in touch with an assistant.

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