focusfg.myestatemanager.com
Forms Library | My Estate Manager
http://focusfg.myestatemanager.com/documents
Back to Focus Financial Group, Inc. This forms library provides tools to organize the affairs of an estate. Forms, documents, and checklists can be accessed in several ways:. Use the list below organized by drawer. Locate the form name. Click to open the form. Follow the instructions at the top of the form. Go to the step-by-step guide. Locate a topic in the list. Scroll through the topic to find related documents. Click on the document or form. Follow the instructions on the form. On Day of Funeral.
focusfg.myestatemanager.com
My Personal Checklist | My Estate Manager
http://focusfg.myestatemanager.com/mypersonalchecklist
Back to Focus Financial Group, Inc. Stores individualized checklists of steps completed during the estate planning, preparing, and managing process. You must register or login to use this feature. This site is published for residents of the United States only. Registered representatives and investment advisor representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Providers listed on this site that have not been specifically identifi...
focusfg.myestatemanager.com
Florists | My Estate Manager
http://focusfg.myestatemanager.com/spn/florists
Back to Focus Financial Group, Inc. Florists are used to order flowers for display at the funeral home, church, or site of a memorial service or funeral. Flowers may also be used to decorate a home or place where food is served after a funeral. Funeral flowers are often considered a visible representation of the love and respect mourners feel for the decedent. Choose a florist based on location, delivery and set up options, price, familiarity, and past experience. Featured advertisers and referrals.
focusfg.myestatemanager.com
Find A Provider | My Estate Manager
http://focusfg.myestatemanager.com/spn
Back to Focus Financial Group, Inc. Enter a zip code and click on a category to access our directory. This site lists providers to help with estate planning and administration. Included are:. General listings: names, addresses and phone numbers. Featured advertisers and referrals. Featured advertisers and referrals that have passed our 15-point checklist. Providers designated as having passed our 15-point checklist. Have been reviewed based upon:. Standing in the community. National Sex Offenders Registry.
focusfg.myestatemanager.com
Attorneys | My Estate Manager
http://focusfg.myestatemanager.com/spn/estate_attorneys
Back to Focus Financial Group, Inc. Complex or large estates, business partnerships of the deceased, complex trusts, or beneficiary problems may best be handled by an estate attorney. Their involvement in the estate administration process can be as in depth or minimal as desired or necessitated. This site lists providers to help with estate planning and administration. Included are:. General listings: names, addresses and phone numbers. Featured advertisers and referrals. This site is published for resid...
focusfg.myestatemanager.com
Guardian/Conservator | My Estate Manager
http://focusfg.myestatemanager.com/spn/guardian_conservator
Back to Focus Financial Group, Inc. More information can be obtained from www.guardianship.org. Alternatives to Guardianship and/or Conservatorship. Affected rights of the individual. The legal process involved in establishing Guardianship and/or Conservatorship. The determination of a Guardian or Conservator’s scope (oversight of an estate vs. oversight of a person). Generally, a Guardian is a court appointed fiduciary who is responsible for ensuring that the personal. Featured advertisers and referrals.
focusfg.myestatemanager.com
Nursing Homes | My Estate Manager
http://focusfg.myestatemanager.com/spn/nursing_homes
Back to Focus Financial Group, Inc. Skilled nursing facilities (commonly known as nursing homes) provide residential accommodations as well as medical care for the elderly and those needing care 24 hours a day. Nurses and aides are on duty at all times, and physical, speech and occupational therapy is usually available. This site lists providers to help with estate planning and administration. Included are:. General listings: names, addresses and phone numbers. Featured advertisers and referrals. The inf...
focusfg.myestatemanager.com
Heir Preparation | My Estate Manager
http://focusfg.myestatemanager.com/spn/heir_preparation
Back to Focus Financial Group, Inc. Heir Preparation Consultant is a generic term used to describe professional advisors who assist their clients to take personal inventories of their values, life lessons, unique abilities and knowledge, important beliefs, family traditions and vision, i.e. their intangible wealth — and use this information to prepare their heirs and successors for their inheritances so they won’t fight over them or use them in personally destructive ways. The information in this site do...
focusfg.myestatemanager.com
Auction/Pack/Move | My Estate Manager
http://focusfg.myestatemanager.com/spn/estate_auctions
Back to Focus Financial Group, Inc. Life transitions involve property transitions. This site provides listings for businesses that can help with both packing and moving, as well as estate estate auctions. Property transition firms often facilitate the packing, moving, cleaning and selling of the house. They should be bonded and fully insure contents during transit. Request references. This site lists providers to help with estate planning and administration. Included are:. To ensure compliance with requi...
focusfg.myestatemanager.com
Assisted Living | My Estate Manager
http://focusfg.myestatemanager.com/spn/assisted_living
Back to Focus Financial Group, Inc. Assisted living centers provide assistance with daily activities such as eating, bathing, dressing, housekeeping, and the administration of medications. They may also provide limited medical care. An assisted living center may be a good fit for a surviving spouse or dependent that cannot live alone, but has the ability and desire to maintain independence. This site lists providers to help with estate planning and administration. Included are:. The information in this s...