I’m a Financial Advisor: Here Are the Top 3 Surprises My Clients Face in Retirement
Some kinds of surprises are more delightful than others — like finding a little extra in your bank account or your favorite barista offering you the last flaky croissant of the day so they don’t have to toss it. Then there are the surprises you don’t want, like realizing that the appointment you had wasn’t tomorrow — […]
You Made a Will — Now What? Storing It Properly Is Just as Important
Making a will feels like a major checkmark in the “responsible adult” column — and it is. But if you think that’s where your estate planning ends, think again. According to a 2016 Google Consumer Survey, fewer than 30% of Americans have an up-to-date will. That statistic alone is concerning. But here’s what’s more alarming: […]
New Tools Are Transforming How Advisors Protect Generational Wealth
The Estate Registry urges advisors to address estate execution gaps to protect client wealth from costly delays and disputes. Financial advisors often serve as architects of generational wealth. You help clients weather market swings, reduce tax exposure, and plan for milestones decades in the future. But too often, even the most well-crafted financial plans falter […]
Posthumous AI avatars are here. Estate planning needs to adjust
Last week, former CNN correspondent Jim Acosta promised a “one-of-a-kind interview.” This turned out to be an understatement. The “guest” in question for that episode of “The Jim Acosta Show” was Joaquin Oliver. Except, it wasn’t really Oliver. The real Joaquin Oliver was killed in 2018 at age 17 during the mass shooting at Marjory Stoneman Douglas High […]
Talkdesk Customer Service MVP
Join us in celebrating Devin White, awarded TalkDesk’s Customer Service MVP’s award! Devin, a seasoned Funding Analyst at InheritNOW, a division of The Estate Registry, has been awarded the 2023 Talkdesk Customer Service MVP Award, and her dedication to customer satisfaction is truly exceptional. One memorable instance that highlights Devin’s unwavering commitment to our clients […]
The Estate Registry
🏆 We’re Thrilled to Share our Award-Winning Innovation: NotifyNOW! 🏆 NotifyNOW, a service in partnership with Phillips & Cohen Associates, Ltd. and E.ON Next, simplifies the process of notifying utilities providers when a customer passes away. With this user-friendly online platform, you can submit essential information 24/7, making a challenging time a bit more manageable.
The Estate Registry enhances award winning death notification solution with Settld acquisition.
The Estate Registry, an innovation created by Phillips & Cohen Associates, the global leader in deceased account care management and technology solutions, has acquired Settld, the Sunderland-based death notification business designed to create a more consumer focused solution for those tasked with estate administration. The Estate Registry delivers a fully comprehensive suite of modern technology […]
How Insurance Companies Can Help Clients Protect Their Legacy
Life insurance is a cornerstone of financial protection for families — but is it enough to safeguard a client’s entire legacy? Too often, families still face stress, confusion, and costly delays when it’s time to settle a loved one’s estate. Insurance companies have a unique opportunity to go beyond the policy payout. By offering access […]
How Wealth Managers Can Help Clients Protect Their Legacy After Death
As a wealth manager, your role goes beyond growing and preserving assets — it’s about ensuring your clients’ hard-earned wealth supports their loved ones even after they’re gone. Unfortunately, without proper estate planning, even the best financial strategies can be undermined by family disputes, probate delays, and unnecessary costs. That’s where The Estate Registry (TER) […]
Why Retirement and Pension Plans Should Include Estate Planning Support
Retirement and pension plans are essential for ensuring participants’ financial security later in life — but what happens beyond retirement, or after a participant passes away? Too often, families are left unprepared to handle the estate, facing stress, confusion, and unnecessary delays. As a plan administrator, you have the opportunity to offer more than just […]