We'd like you to join our Facebook family by LIKING our page. As a
thank you, IMS is giving away a popular client tool for your
estate planning practice -- a sample Virtual Asset Instruction Letter (aka VAIL) --
as a free download when you LIKE our page.
Use this document with your clients to help them identify their digital assets, write out specific instructions for each, and designate an agent to manage that asset upon incapacity or at death. The VAIL lists all online accounts and assets, with web addresses, user names, and passwords to give a designated representative the ability to identify and access these accounts.
Here's how to get your copy:
Use this document with your clients to help them identify their digital assets, write out specific instructions for each, and designate an agent to manage that asset upon incapacity or at death. The VAIL lists all online accounts and assets, with web addresses, user names, and passwords to give a designated representative the ability to identify and access these accounts.
Here's how to get your copy:
- Log in to Facebook and
LIKE our page - At the top right of the screen, click the RED box that says "Click Here"
- Click the BLUE button that says "Download File"
- Save the VAIL and offer it to your clients!
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