https://www.heiratlas.com/home daily 1.0 2022-06-01 https://images.squarespace-cdn.com/content/v1/6217a1b11f11ca0489f352e0/9ce38009-a53b-4909-a28e-fcdebc1b1a51/scott-graham-OQMZwNd3ThU-unsplash.jpg Home - Hold on to your assets. Our mission is to eliminate the loss of assets and unclaimed benefits intended for you and your loved ones. At Heir Atlas we work to bring a previously-unnoticed potential problem to your attention. Let’s get past assumptions and find certainty. https://images.squarespace-cdn.com/content/v1/6217a1b11f11ca0489f352e0/332a9c50-0504-416d-a6e9-4984bb1c02cc/pexels-andrea-piacquadio-3768131.jpg Home - Our Secret to Success? Trusted Parties. The ability to hand off the information to someone you trust. A minimum of one, but more if possible…In other words, UPDATE AND TELL SOMEONE! And, do so every year. If the secret dies with you, or entertains only you while you’re in a coma (after that bungee jumping incident), that’s not much help, is it? And that brings us to “Discarded Clients.” Often we rely on advisors to handle the responsibility to control the information, clearly based on the assumption that the advisor will always be available in the future, as in the past. Can we agree that, upon consideration, this appears to be unreasonable? As advisors become unavailable (retirement, etc.), the client takes on the “discarded” status. Again, a need to maintain Trusted Parties, and tell someone. https://www.heiratlas.com/about daily 0.75 2022-04-19 https://images.squarespace-cdn.com/content/v1/6217a1b11f11ca0489f352e0/ecae46ae-270d-4470-b0af-fe8cdfeab032/pexels-rodnae-productions-7491011.jpg About - Heir Atlas was created in 2011 by a group of financial professionals who ran into some disturbing realities regarding asset disappearance. “She knows” or “My attorney has it all” will get you into trouble. We enter into relationships with the best of intentions. As a marriage matures, for example, we tend to take on responsibilities. “I pay the bills, he cooks” and so on. Over time, our efforts become part of us and not the partner. The statement “she knows” becomes part of the equation. People then assume their significant other or caregiver knows where to look for accounts, policies, benefits, and more, if and when the time comes. After all, they used to know, right?They assume that, if there is a reason to make a claim on an insurance policy, it will happen. They assume their attorney or agent will be there to help. Heir Atlas is the solution to the flaws inherent in conventional storage methods: the shoe box, the spreadsheet, the loose files and assumptions of knowledge. Does your family know where everything is? Would they know whom to call? Your attorney has everything? Well, how old is she? Will she be retiring? Has she worked with you to update your file annually, and will that continue throughout your life? Are you aware that there is over $50billion of unclaimed assets in the United States? And that is just what the states hold. Are you aware of the recent ~$500million settlement between 34 states and some Life Insurance companies? Has your family experienced lost or forgotten bank or investment accounts? Has your family experienced “evaporating” insurance policies? We have a better system. https://images.squarespace-cdn.com/content/v1/6217a1b11f11ca0489f352e0/d7ffe198-9bb7-4a63-8e52-c2328ba62476/Lester.jpeg About - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.heiratlas.com/contact-us daily 0.75 2022-04-07 https://images.squarespace-cdn.com/content/v1/6217a1b11f11ca0489f352e0/e0ebae4c-8c35-4866-832b-9bbe93177212/pexels-pixabay-209224.jpg Contact Us - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.heiratlas.com/unclaimed-assets daily 0.75 2022-05-02