Personal Estate Manager

The Mission of Personal Estate Manager, Inc. is to provide customers an on-line means to collect, organize, secure and track all personal and financial information for the purpose of estate planning and investment tracking. To ensure all information is secured in a central location, thus allowing for the easy notification and transfer to the customer’s beneficiaries and heirs preventing any loss of claims. Used for wealth management, disaster recovery and final needs planning. Personal Estate Manager, Inc. has been organized to fulfill the specific need of notifying beneficiaries or heirs of the customer’s secured stored personal and financial information.

Currently many banks, financial institutions, and insurance companies retain hundreds of billions of dollars in unclaimed assets, including an estimated one out of four, unclaimed life insurance policies. Additionally, there is an estimated 16 billion dollars of matured US Savings Bonds that have never been claimed in a number of governmental entities. These and other investments often go unclaimed because the heir of a deceased husband, wife, or relative, were unaware they existed. Consequently, Personal Estate Manager, Inc. provides the tracking and notification services to better inform our customer’s beneficiaries or heirs of these assets. We do all this without storing social security numbers, account numbers, drivers license numbers and/or birthdates