I’m OK with the custody tech, but the inheritance issue keeps my monkey brain active.
Is there a possibility of offering that as a mono-service?
I know there are solutions out there, but admittedly, I just get confused.
Discussion
Absoloutely, can do an inheritance specific product. How would you want to use that kind of product?
Hi Rob, got hung up with house chores and family stuff yesterday, so just getting around to responding.
I’d be happy to have a 5-10 minute chat with you about an inheritance product if you’d like.
I’m almost a 55 year old pleb that likely represents some of the Gen X’ers out there that have the same concerns with inheritance and how to navigate that aspect of the journey. Let me know!
Shoot me an email rob at anchorwatch dot com - would love to chat!