Introduction
Tara introduces Circle of Wealth's Family Records Management system.
Family Records Management – Organize Your Most Important Documents
Most people agree that organizing family documents is important — but few take the time to do it. We help you bring clarity and structure to every essential record your family may need.
Why This Matters
If something happened to you, would your spouse, family, or Executor know where to find:
- Your Will
- Powers of Attorney
- Investment statements
- Mortgage and property documents
- Insurance policies
- Outstanding debts
- Financial plans
- Identification documents
Our system helps your family access everything quickly during stressful times.
What This Service Includes
Everything your family needs, organized in one place.
Organize & Share 60+ Essential Documents
Everything from legal documents to financial records is kept in one place, easy to access and share when it matters most.
Ideal for Travelers, Downsizers, or Loved Ones Planning Ahead
Make transitions easier and reduce overwhelm for those who may need to support you during major life changes.
Exclusive Resource for Circle of Wealth Clients
This proprietary toolkit is available only through our holistic wealth management services.
Learn More — Video Series
In this series of short videos, Tara introduces and explains how you can benefit from using our proprietary Family Records Management* system.
* Family Records Management is a proprietary resource of Circle of Wealth® available exclusively to clients of our holistic wealth management services. Family Records Management was neither created nor is endorsed by Manulife Wealth Inc.
