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Protect Your Family’s Finances

With a Clear, Step-By-Step Continuity Plan

Ensure your loved ones can access, manage, and protect everything you’ve built — no confusion, no chaos, no missing documents.

You’ve worked hard to build your wealth. But most families are dangerously unprepared for what happens if the person who manages the finances is suddenly gone.

Here are the risks no one talks about:

  • Your family may not know where key documents are stored
  • Important accounts, passwords, and policies may be inaccessible when they’re needed most.
  • Without a clear roadmap, loved ones may struggle to locate assets, pay bills, or make urgent decisions.
  • Estate mistakes can lead to legal delays, lost assets, or preventable stress.

Hope is not a plan — clarity is. This guide shows you exactly how to create a seamless plan your family can follow with confidence.

What You’ll Discover Inside

Inside The Family Financial Protection & Continuity Guide, you’ll learn the essential steps every household must take to ensure financial continuity — so your family is never left searching, guessing, or overwhelmed.

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The “Who, What, Where Checklist” — a simple framework to organize the 10 most critical pieces of information your family will need (location of will, advisor contacts, account lists, insurance details, debts, and more).

How to map every financial account you own using a ready-to-follow inventory of assets, liabilities, income sources, and recurring bills. (This is your way of creating a ‘cheat sheet’ for continuing all financial operations.)

The core legal documents every family must review regularly — including wills, trusts, POAs, advance directives, and beneficiary designations — plus how often to update them.

How to organize and secure your digital estate, from passwords to crypto, subscription logins, and online accounts.

A complete “First 48 Hours” checklist your family can follow to avoid mistakes and stress during life’s most difficult moments.

You’ve built the wealth. Learn how to protect it for generations.

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Copyright 2025 © Kingsview Wealth

Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.