Private Asset Management | The pipeline to the affluent
July 30, 2010

Estate Beneficiaries Service To Launch  06/18/2009

--By Andrew Bloomenthal

There is a new site in the works that could help law firms and estate planners track down beneficiaries of deceased wealthy clients. The site, www.weremember.org, was originally created to help alert beneficiaries of the deceased about insurance policies and other assets they have coming to them. The higher-tiered estate planner service will let estate planners export ...

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