The Missing Piece in Financial Planning

The LastingMatters Application

LastingMattersSM is a sophisticated and secure online Application built with your clients, their families and their team of professional advisors in mind to make their lives and the planning process easier.

The Application strengthens the client-advisor relationship and invites insights far beyond what is historically included in a financial plan or an estate plan.

Tell Us About Your Practice

Help Your Clients Capture, Organize & Communicate

Six Unique Categories
From Personal Property and Real Estate, to End-of-Life directives, the Application was designed to capture detailed personal data that often falls through the gaps in the financial planning process.

One Smart Dashboard
From a single dashboard, clients can quickly view their progress as it is tracked along the way, update account information, assign permissions, and navigate between categories.

Easy To Use And Easy To Love

User Friendly
Your client will love how easy it is to enter information, update it, and track progress. With auto saving features, easy navigation and clear prompts, anyone with any level of technology experience can quickly start the process without handholding or training.

Online Guidance
Throughout the process, clients are gently prompted, reminded, or guided to provide greater detail about assets – from the location of documents and passwords, to very specific wishes and directives.

Take A Closer Look

Why Would Offering This Planning Application Matter To Your Clients?

Watch and Listen to Find Out Why it Matters

The LastingMatters Application FAQs:

  • How do I know if the LastingMatters Application is right for my clients and my firm?

    1. Do you currently offer a planning Application that easily helps clients get their affairs in order? This Application will make life easier for your clients to communicate critical, priceless information to their families and trusted advisors when a life changing event occurs.
    2. Do you want to deepen your existing client relationships? This Application helps advisors and clients navigate traditionally tough topics and promotes conversations designed to improve understanding, deepen insights, and uncover new ways you can add value and solve problems for your client and their family.
    3. Do you currently have a strong relationship with extended family and next generations? LastingMatters Application will help secure introductions to and interactions with your clients’ heirs and other trusted advisors – relationships that prove invaluable over the long term.
    4. Does your firm experience asset attrition? After the death of a client, firms often experience asset and client attrition.  LastingMatters Application is designed to minimize attrition by securing your role as trusted family fiduciary.
      • 62% investors leave their advisors when a spouse dies (2016 State Street Global Advisors survey).
      • 66% children fire their parent’s advisor when they inherit (2016 Investment News survey).
      • The scope of loss to fiduciaries is $30-41 trillion assets that are now in motion between generations.

  • Where is a client’s information stored?

    The client data will be stored behind your firms own firewall. LastingMatters does not retain any data nor have access to or store any data.

  • Who owns the client information?

    The firm, or the professional advisor that licenses the Application, will secure and own the client information.

  • Can my firm private label the Application?

    Yes!  Private Labeling options are available as part of the Licensing Agreement.

  • How often can a client update their online Organizer?

    Your client will have unlimited access to edit, add to, or change the information.

  • How many of my clients will be able to use the Application?

    A Professional Advisor can offer the Application for one monthly fee to as many clients as they wish.

  • How is the information accessed when the client becomes incapacitated or dies?

    Within 24 hours after an alert is issued of a life-changing event, information will be automatically released to the clients appointed “Trusted Connections” – who were previously invited by the client to view part or all of the information contained in their personal Organizer.

More Questions about the Application?

Find out if the LastingMatters Application is right for your company and clients.

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