"Trust & Estate Industry News & Appraise Helpful Hint" eNewsletter

October 11, 2022

This week's topic is:

"What is Appraise Software as a Service (SaaS)?"

Appraise SaaS is one of our secure online solutions. You can find a complete list further along in this eNewsletter.

Software as a Service means we host the Appraise software on our computers and you store all of the client information on yours. It's a hybrid solution which ensures everyone is running the current version of the software, without installation and upgrades, with the accompanying peace of mind of knowing you are responsible for the storage of your client data.

Why don't you give us a try with one of your trust & estate valuations? Please call us at 201-784-8500 x107.

Last week's topic was:

"You are amazing!! I can’t thank you enough for all of your help over the years!!"

You can read last week's eNewsletter by clicking HERE.

This is a great time to make sure that your financial house is in order with up-to-date financial, estate, and gift plans.

Estate & gift planning is a financial process that can protect you and your family and is a very important component of your overall financial planning. Now is the perfect time to put your clients and your estate & gift planning house in order.

If you don't have an up-to-date estate & gift plan and you

• Happen to get hurt or sick and cannot manage your financial affairs, the courts will have to appoint someone to manage them for you. The person they appoint might not be the one you would want to perform those tasks.
• Pass away, your affairs will be settled by default through a complex legal system called "probate." The handling of your financial affairs can turn into a costly and frustrating ordeal for your family and heirs. Your assets may not pass to their desired party, and there is no way for your assets (significant or modest) to get to your favorite charities or causes unless some advance arrangements are made. Assets pass at death by title, beneficiary designation, and if there is no will or trusts, via the state laws of intestate succession which by default goes to close, then distant, family. If none exist, they then revert to the state of domicile after taxes and costs.

The crafting of a good estate plan starts with planning, followed by the proper drafting and signing of appropriate legal documents such as wills, trusts, buy-sell agreements for business owners, durable powers of attorney for financial management, and an advance health-care directive or health-care power of attorney. Having these documents in place saves you and your family a lot of money and time, at a very difficult and emotional time. It also allows you to pass on your values, knowledge and assets to future generations and your charitable causes to help make this a better world

Rich, poor or somewhere in between--that’s about half the adults in your hometown: many prospects that need your assistance and are able to pay for your expertise.

Click here to help you and your clients get and keep your financial house by downloading a complimentary version of the TFAF Personal Finance Publication Set

Click here to learn more about The Improving Financial Awareness and Financial Literacy Movement and how it can increase your bottom line.

1. Secure online solutions (You do the work to save money.):

• APPRAISE Web: credit card or account #; can be run from anywhere/any platform 
• APPRAISE.Windows: software and data stored on your computer
• APPRAISE.SaaS: our Software as a Service (SaaS) solution. SaaS means we host the software, which you access via the internet, and you store your data locally on your computer. This benefits you and your information technology group because a hybrid solution takes the best of software and cloud and combines them.

1. You're always running the current version and do not need to install updates.
2. It's easy to add and remove users
3. It has more reports and features than traditional desktop software
4. You store your data securely on your computers.

• ESI-Direct: ONESOURCE Trust & Estate securities valuations without software
• Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

2. Outsourcing solution (We do the work and save you time.): Valuations can

be submitted/delivered via email, fax, overnight courier, or mail.

Click HERE for an order form.

• Thu, Nov 10: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.