Aftercare Benefits
How it Saves MoneyFinancial Entitlements
You may be entitled to financial benefits related to Social Security, veteran’s status, retirement, life insurance, credit card insurance, mortgage insurance, other loan insurance, trusts, welfare or the continuation of health coverage, among others.
In most instances, these benefits will not automatically come to you. It is up to you to make notification and take appropriate steps to collect such benefits.
The Aftercare Planner provides this all-important guidance, including addresses and contact information, so this information is at your finger tips.
Found Money
We all know to look in obvious places, such as known bank accounts, for estate monies. The Aftercare Planner tells you about unexpected places, and how to recover such funds.
- Goods or services paid in advance, such as insurance premiums, health club memberships, magazine subscriptions, etc.
- Credit cards and bank accounts with attached death benefits
- Unknown or “hidden” bank accounts
- Utilities, including refunds from budget payment systems and initial service deposits
- Airline reward and purchase programs
- And much more.
Identity Protection
The Aftercare Planner protects against identity theft by helping you alert credit agencies and prevent fraud in your loved one’s name.
It also helps you with the cancellation of your loved one’s driver’s license and passport, both vital documents that are sometimes used to perpetrate identity fraud.
Professional Fees Saved
The Estate Management Checklist section can reduce related professional fees. Because the checklist helps you organize and finalize an estate, it may be provided to your attorney and/or tax advisor as a status report, saving time and reducing related professional fees.
Disclaimer: The Aftercare Planner does not provide legal, financial, medical or other professional advice. Please consult your legal, financial, medical or other professional counselor for guidance specific to your situation.