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At Joseph S. Sturniolo & Associates, Inc., it is our goal to assist each client in the full implementation of our Transition Formula program.
Managing life’s transitions, especially those involving the loss of a loved one, are challenging and often most effectively accomplished with the help and counsel of outside specialists.
With this in mind, we provide our clients with a complimentary online service that provides a step-by-step process of estate administration and planning. My Estate Manager furnishes a list of qualified and thoroughly reviewed service partners organized by zip code. This recently developed program is the most comprehensive, dedicated online 'bucket' for all your financial, wealth planning, and estate planning needs. It allows uploading of personal documents and recordings. Each client's access is protected by a user ID and password which may be shared with children or Trustee's should you deem this appropriate. An invaluable tool, My Estate Manager is virtually all -inclusive!
If you choose to register you will have access to additional capabilities including:
- The ability to print all documents from the document library.
- The ability to track your progress through the recommended steps – (saved in your private account for the next time you access the site).
- Access to the reference center (recommended reading on specific subjects)
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