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The MemoryBanc Register prompts users through the collection of important documents, key advisors, financial accounts, medical history, household details and online user names and passcodes.
The Register also includes five tabbed sections, 86 pages of prompts and a reminder service and free updates for those who register ownership with MemoryBanc.
Make a difference in the life of your client — and their families — by providing them with a Register.
Co-brand for a Unique Gift
You can add your logo and contact details on the cover page to create a personalized, tailored gift.
Each Register includes prompts to collect and organize online, personal, financial, household and medical details.
Your contact information is pre-printed into your co-branded edition under Key Contacts.
Financial Advisors can purchase co-branded editions at wholesale cost. A minimum order of 10 is required to qualify for wholesale pricing. To place your order or schedule an in-person appointment to review the product in detail, call 703.436.2827.
++ 5% VA tax and any shipping if not delivered to the Washington, DC metro area.
Additional options to meet your specific needs include:
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We are professional financial advocates and serve as Power of Attorney and Trustee for our clients and their families. We offer in person service in Virginia, Maryland, District of Columbia and Minneapolis/St. Paul, Minnesota.
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