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- Are financial advisors compensated for utilising the services of Cross-Border Worldwide?
- Are there any charges associated with financial advisors using Cross-Border Worldwide's services?
- Is Cross-Border Worldwide's Estate Plan legal in UK?
- Is there a team dashboard available for advisors on Cross-Border Worldwide's platform?
- What is the typical timeframe for clients to receive their documents from Cross-Border Worldwide?
- What measures does Cross-Border Worldwide implement to protect clients’ information?
- Are state-specific documents provided by Cross-Border Worldwide?
- How do clients typically experience Cross-Border Worldwide's services?
- How does Cross-Border Worldwide cooperate with Financial Advisors?
- How does Cross-Border Worldwide handle clients with pre-existing Estate Plans?
- What actions should clients take after completing their documents with Cross-Border Worldwide?
- What is the procedure for pre-purchasing Estate Plans for clients through Cross-Border Worldwide?
- What methods can clients use to update their documents with Cross-Border Worldwide?
- What steps are involved in referring a client to Cross-Border Worldwide?
- What support options are available to clients of Cross-Border Worldwide?
- Is it advisable to make donations to a charity, and if so, which charity should I choose?
- Is it possible to exclude my spouse from my Estate Plan?
- To whom should I designate as recipients of gifts in my Estate Plan?
- What does the term "per stirpes" signify in Estate Planning?
- What items or assets are suitable for leaving as gifts in my Estate Plan?
- Is it advisable to appoint backup Healthcare Agents?
- What are the benefits of establishing an Advance Healthcare Directive?
- What are the implications of not having an Advance Health Care Directive?
- What factors should I consider when appointing a Healthcare Agent?
- What interaction occurs between a Living Will and a Healthcare Agent?
- What role does a Healthcare Agent fulfil?
- Which individuals should establish a Living Will?
- At what point do the duties of an Executor commence?
- Can I prevent someone from being appointed as a Guardian?
- Is court approval required to appoint an Executor?
- Is it possible to designate a temporary Guardian?
- What are the responsibilities of a Trustee?
- What criteria should I consider when nominating a Guardian for my children?
- What factors should be considered when nominating an Executor?
- What responsibilities does a Digital Executor have?
- What role does a Guardian play for my children?
- What role does a Primary Trustee play?
- What role does an Executor fulfil?
- What tasks does an Executor oversee?
- Whom should I designate as a Guardian for my pets?
- Is a Certification of Trust necessary?
- Is there a circumstance where I would need to create a new Certification of Trust?
- What applications does a Certification of Trust have?
- What details are included in a Certification of Trust?
- What does a Certification of Trust entail?
- What is the purpose of a Certification of Trust?
- Are my documents required to be filed with the state?
- How does having children after creating an Estate Plan impact the plan?
- Is it possible to modify my Estate Plan once it has been executed?
- What actions should I take subsequent to signing my documents?
- What are the consequences of not updating my documents after marriage or divorce?
- What are the implications if I relocate to another state?
- What are the implications of being nominated as a Guardian?
- What is the fee for reshipping my documents?
- What is the procedure for funding my Trust?
- What responsibilities accompany being named an Executor in a Will?
- Does Cross-Border Worldwide provide notarisation services?
- Is it feasible to sign and notarise my documents online?
- What are the signing requirements for each document?
- What options are available for notarising my documents?
- What qualifications are required for someone to act as a witness?
- What steps are necessary to ensure the legal validity of my documents?
- How can I locate the Taxpayer Identification Number for my Trust?
- How can life insurance policies be transferred to the Trust?
- How can partnerships, LLC's, and corporations be transferred to the Trust?
- How can personal property and assets without deeds or titles be transferred to the Trust?
- Is it possible to transfer a mortgaged house to the Trust?
- What are the guidelines for titling assets under the Trust's name?
- What is involved in transferring real estate to the Trust?
- What is the procedure for deed transfer in Cross-Border Worldwide?
- What is the procedure for transferring sole proprietorships to the Trust?
- What is the process for transferring bank accounts and other financial accounts to the Trust?
- What is the rationale behind clients transferring assets to their Trust?
- What steps are required for transferring retirement plans to the Trust?
- Can Cross-Border Worldwide be accessed in Canada?
- How can I determine which Estate Plan is appropriate for my needs?
- How should I proceed if my spouse and I had jointly created documents but are now divorced?
- Is an online Estate Plan suitable for all individuals?
- Is having a Will necessary?
- Is it permissible to generate documents on behalf of another individual?
- Is it possible to revise an existing Trust using Cross-Border Worldwide?
- Is legal representation mandatory?
- Is telephone support available for assistance?
- What are the reasons for having an Estate Plan?
- What constitutes an Estate Plan?
- What constitutes Separate Property?
- What defines Community Property?
- What details are required to prepare a Will?
- What information is necessary for preparing a Trust?
- What is the estimated duration for this process?
- What is the pricing structure for an Estate Plan?
- What is the significance of Transfer on Death?
- What steps should I take if I am recently married but have previously prepared documents for myself?
- Which individuals should possess an Estate Plan?
- Who bears responsibility for maintaining the documents?
- How do Separate and Joint Trusts vary for married couples?
- How do Trusts and Wills differ from each other?
- What does a Joint Trust involve?
- What does a Last Will entail?
- What does a Living Will encompass?
- What does an Advance Healthcare Directive involve?
- What is the significance of Power of Attorney?
- What method can I use to incorporate a Trust into my Estate Plan?
- What procedure should I follow to add a promo code?
- What procedure should I follow to delete my account?
- What steps are involved in applying a discount from a referral link?
- What steps are involved in changing Estate Plans?
- What steps are involved in resetting my password?
- How can I locate the Certification of Trust document?
- Is it possible to alter the language in the PDF version of my documents?
- What is the process for uploading additional documents to my account?
- What method can I use to distribute my documents?
- What method can I use to share my documents with my Financial Advisor?
- What procedure should I follow to download and print my documents?
- What process should I follow to share final words or add instructions?
- What steps are involved in downloading my asset information?
- What steps should I take to access my documents?
- What method can I use to make changes to my documents?
- What procedure should I follow to save my progress?
- How can I locate the Save & Continue button?
- What is the method for changing my email address?
- What methods can I use to designate gifts in my Estate Plan?
- What procedures can I follow to omit someone from my Estate Plan?
- What process should I follow to amend my current address in my documents?
- What steps are involved in adding Beneficiaries to my Estate Plan?
- What steps are necessary to fill out my Power of Attorney document?
- How can I download my asset information?
- How can I provide my documents to my Financial Advisor?
- How can I share additional instructions or final words?
- How can I share my documents with others?
- How do I access my stored documents?
- How do I redeem a discount using a referral link?
- What are the steps for downloading and printing my documents?
- What is the procedure for uploading additional documents?
- Where is the Certification of Trust document located?
- Can I adjust the language in the PDF version of my documents?
- How can I change my email address associated with the account?
- How can I save my progress on the platform?
- How do I exclude someone from my Estate Plan?
- How do I update my current address in my documents?
- What is the process for making edits to my documents?
- What methods are available to arrange gifts within my Estate Plan?
- What steps are involved in completing my Power of Attorney document?
- Where can I locate the Save & Continue button?
- Can a Will be challenged during Probate?
- How can I access a Safety Deposit Box?
- How can I locate a Will?
- How does the Probate process work through Cross-Border Worldwide?
- Is a court appearance required during Probate?
- What happens if an Estate has debt?
- What happens if someone dies without an Estate Plan?
- What if a Solicitor refuses to provide the Will to the Executor/Administrator?
- What is Probate?
- What rights do Beneficiaries or Heirs have?
- What should I do if assets have been wrongfully distributed?
- What validates a Will?
- When is Probate necessary?
- Where should I file Probate?
- Which assets need to go through Probate?
- Who inherits assets?
- Who is the Petitioner and who should be the Personal Representative?
How can I provide my documents to my Financial Advisor?
"There are two different ways that your Financial Advisor can access your documents! The first is through their Cross-Border Worldwide Advisor dashboard. If you created your account by clicking the referral link sent by your Advisor, you'll be asked whether or not you'd like them to be able to view your documents. If you select yes, they'll be able to view your progress and documents through their dashboard. The second is through the Shared Access feature. Just take the following steps: Log into your Cross-Border Worldwide account. Click “People” from the left side menu bar. Click “Share Plan” on the right side of the page. Fill in your Advisor’s contact information and click “Financial Advisor” in the Relationship field. Click “Send Invite” - You’re all set! Keep in mind, your Financial Advisor will need to accept the invitation via email to access your Estate Plan."
Updated on 01 Apr 2024
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