FOR WEALTH MANAGEMENT PROFESSIONALS

A New Way To Solve An Old Problem

The LastingMatters Application fills in the missing pieces of information that financial planning software historically omits. It helps cement multigenerational relationships by offering a valuable, unique, and highly personal planning tool to capture the personal information and directives of your clients.

Make it easier on your clients’ family and the next generation by solving future problems now!

About the Application

Gather Personal Information
Incorporates personal assets and wishes into the planning process, offering tremendous, one-of-a-kind value and insight to your clients and their heirs.

Improve Communication
Offers a secure, sophisticated, and easy way for clients to share critical asset and personal information with loved ones, family and advisors, and to control who has access to what data.

Secure Your Relationship with Future Generations
Invites extended family into the planning process naturally, strengthening your relationships and solidifying your role as the family fiduciary.

“This is a Great Tool for Financial Advisors to Use With Their Clients”

Joe Keefe – President and CEO, Pax World Management

For Individuals & Families

Organizing Important Personal Information and Intentions

The LastingMatters Organizer is an easy, comprehensive, and affordable planning guide to compile, organize, and document your personal information, end-of-life wishes and directives – ensuring peace of mind for you and your loved ones.

The Lasting Matters Organizer is available in both print and digital formats.

“Clear, easy -to-use, and not overwhelming. That’s The LastingMatters Organizer.”

Margaret Welch, St. Louis, MO – Principle, MGW Communications – Communications Consultant