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Executor’s Resource launches new solution to help financial advisors capture money in motion
New estate and legacy website will enhance financial planner offering

Louisville, Co. – October, 7, 2008 - Executor’s Resource launched EstateLogic™, a comprehensive estate and legacy preparation product.

EstateLogic is designed for millions of Baby Boomer families who need assistance in preparing for the transfer of their financial assets and personal legacies to successive generations. It makes the time-consuming, costly and painful tasks facing many unprepared family members, as executors, easier and less expensive.

“In turbulent times like these, perhaps more than ever, your clients need more than just prudent investment advice,” said Brent Hines, founder of Independent Financial Consultants. "Estate Logic fills the void by helping you look at their lives beyond just the finances."

EstateLogic is a secure, Web-based tool that walks you step-by-step through the process of organizing, communicating and archiving the details of your estate and personal legacy. It also offers original how-to content and resources.

EstateLogic is designed for individuals to use in collaboration with a financial advisor, so that both clients and advisors alike can reap the benefits of an expanded, deeper relationship. Executor’s Resource is distributing EstateLogic through financial advisors and financial services institutions through its Advisor as Partner program. It offers advisors discounted rates for their clients, co-branding opportunities, marketing and service materials and a host of information for advisors to leverage with their own client communications, including professionally written educational content on estate and legacy related topics.

“EstateLogic is a win-win situation allowing advisors and financial services institutions to offer a much-needed program to their clients while also increasing the profitability of their firms,” said Carl “Skip” Rapp, Executor’s Resource CEO.

“With trillions of dollars transitioning between generations over the next several decades, advisors need to lay a solid foundation now with their clients and their families in order to be successful in capturing and retaining assets. Money in motion goes hand in hand with client emotion. The costs and pain associated with a loved one’s passing can be greatly reduced when an estate has been properly organized in advance and all of the players are cognizant of their tasks and responsibilities,” Rapp said.

“EstateLogic helps advisors establish themselves as a point person to the family. To do so, they must expand the client relationship from an investment-only focus to assisting with other non- investment, yet related needs. We believe that advisors who start talking with clients about their lives, personalities and families, not just investment goals, will be rewarded through increased assets and client loyalty.”

EstateLogic is designed to be complementary to what financial advisors are offering. Its format allows for the inclusion of personal and family legacy information along with financial data and estate planning documents. For many people personal stories, values and memorabilia are the most important part of the legacies they would like to pass on to succeeding generations, Rapp added.

“Advisors can use EstateLogic with Boomer clients to have discussions about wills, trusts, and other estate documents, as well as the values, visions, and moments that define a personal and family legacy,” said Amy McDuffee, director of channel planning for Executor’s Resource.

“It’s a collaborative program that employs technology to make the best use of the advisor’s time while maximizing the relationship. We’re making it easy for advisors to enhance their service offering without adding overhead or a significant cost to their client,” McDuffee added.

Executor’s Resource is building relationships with financial advisor networks to add EstateLogic to their service offering. The relationship will increase business for advisors, McDuffee said, both by broadening relationships that lead to rollover and consolidation opportunities with clients and through referring EstateLogic site visitors to partner advisors.

In today’s market turbulence, baby boomers expect more out of their financial advisors, seeking to understand how investment performance impacts lifestyle choices from health care to when to retire, to charitable giving and tax planning.

“Through it all, they want to know that they can provide for themselves and their families and that the important moments that define their lives will be preserved and shared for generations to come. The incentive for an advisor to participate in this program is that they can efficiently achieve the desired result – a deeper and richer client relationship, opportunity to uncover other assets, and opened communication lines with the family,” McDuffee said.

“Successful advisors strive to be the quarterback to the client relationship, not doing it all themselves, but through establishing networks with other professionals and resources. We are a tool and a resource within the advisor’s bench.”

About Executors Resource

Executor's Resource was founded in 2005 by Myra Salzer, CFP®. Executor’s Resource offers online tools and guidance to intelligently organize a financial estate and personal legacy. Its products make information more accessible and easier to pass on to succeeding generations. For more information about Executors Resource, please visit www.executorsresource.com or call 866-645-6051.

Contact: Carl “Skip” Rapp, CEO, Executor’s Resource. 303.444.5149
Amy McDuffee, Director of Channel Planning, 303.378.5396

Alternative contact: Keith DuBay, BlueCoast Media Group, 303.668.2709 or keith@bluecoastmediagroup.com.

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