Estate Planning

Estate planning Virtus Group LLP

Introducing the Virtus Vault.

Have peace of mind knowing that all the information related to your estate is securely stored in one location. Establish your electronic vault to accumulate confidential information, passwords, wishes and bequests.  Have a clear, concise road map to help relieve the stress on your executor(s) who will gather, protect and distribute all your assets in the manner that you intended.  It takes time and effort to compile the necessary documentation that will assist your family or executor(s).  Let Virtus Group assist in this process so you can ensure your loved ones are protected and your estate is taken care of in a timely and efficient manner.  

Peace of mind with the Virtus Vault

Planning is not only for your present and future but also for your family and loved ones.  Clients work with financial planners, life insurance agents, accountants, and lawyers to get their affairs in line.  Many of us know where to find our important documents from these various professionals but fewer have put all the information in one convenient place.  Your electronic value will store all the necessary documentation, contacts, passwords, and bequests to ensure that your estate is distributed in a timely and efficient manner according to your wishes.  Plan well so you can leave more to the people or organizations that you care about.  The peace of mind knowing that your affairs will not add more stress to those left grieving is well worth the effort.

Additional Resources

Estate Planning Refresh

What our clients are saying

Having a partner like Virtus is a real benefit to our business because not only do they manage and organize the financial side, they provide support with growth planning, tax planning, leadership training and succession planning."
Ryan Leech, Brxton Masonry Inc.

Get in Touch

We can help you with taxation or any other accounting or business needs you may have. Contact us and we'll be in touch soon. If you know your Virtus Advisor’s name, please select it from list to contact them directly. If you don't already have a Virtus Advisor, please select No Advisor and we will have someone contact you shortly.

    Meet Our Estate Planning Specialists