Estate Organizer

Our Estate Organizer allows you to easily upload all your important estate planning documents, such as your will, revocable living trust, advanced health care directive, financial power of attorney, and more.



 

You’ll have one central location to store your documents and share contact information for your most important relationships.
 

Benefits:

  • Organization: Gather important information about your assets, liabilities, and beneficiaries in one place.
  • Clarity: Provide a clear overview of your financial situation and estate planning intentions.
  • Communication: Facilitate discussions with family, legal professionals, and your Financial Advisor about your wishes and intentions for your estate.


Take the tour:

 

Online Access Estate Organizer

 

Frequently Asked Questions:


How do I send documents to my Financial Advisor?

Documents uploaded to the Estate Organizer are also stored and accessible from your Document Vault. By adding a document to your Estate Organizer, your Financial Advisor will be notified.

What types of information and documents can I store in my Estate Organizer?

You can store your banking, estate planning and other important documents such as:

  • Banking documents (credit card, bank account(s), lines of credit, mortgage)
  • Retirement documents (Social Security, 401(k) plans, pension(s), IRAs, deferred compensation)
  • Investment documents (brokerage accounts, mutual fund accounts, education savings accounts, annuity contracts, executive compensation, and stock options)
  • Insurance documents (life, homeowner’s, health/Medicare, disability, long-term care, auto)
  • Business documents (incorporation, financials, account data)
  • Home management documents (home maintenance providers, rental property details, deeds, titles, appraisals)
  • Family, gifting, and estate documents (beneficiaries for non-Janney accounts, will, trusts, powers of attorney, charities, pre/post-nuptial agreements, separation/divorce/custody agreements, guardians, birth/death/marriage certificates, passports, Social Security cards, citizenship papers, military records)

What type of file format can I save in my Estate Organizer?

You can share and store common digital file types including PDFs, MS Word, Excel, and Google Docs.

Who can I contact with Online Access questions?

For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or OnlineServices@janney.com.


Need Assistance?

If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.

  • Phone: 888.882.0012
  • Email:  OnlineServices@janney.com
  • Monday through Friday: 7AM – 7PM EST
  • Saturday, Sunday, and Holidays: 7AM – 12PM EST

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC