WeRemember.org
Gives Your Clients
the Peace of Mind They Deserve!
By: Nick Hodges, CPA/PFS, MBA, CFP^®
"The Lazy CPA"

How can loved ones inherit if they don’t know where the assets are?

They can’t.

Billions of dollars in inheritances are left unclaimed every year because your client’s loved ones don’t remember or simply don’t know enough to be able to receive what is rightfully theirs. Did you know that a beneficiary must know exactly which company holds what asset in order for them to inherit it? WeRemember.org was created to prevent this confusion and protect your clients’ families during what can be a very difficult and emotional time. Click Here to find out how to provide your clients with a 25% discount.

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