SAVeT™ stands for: Simplification, Alignment, Verification, and Tracking.
Simplify/Consolidate
The key to SAVeT: simplification. Consolidate your assets before your asset alignment meeting. Less assets = decreased chance of probate, and a more efficient estate plan
Align
Align your assets with your estate plan. This includes beneficiary designations, Power of Attorney, etc.
Verify
Verify alignment with institutions to prevent any surprises.
Track
Continually track your assets to make sure alignment and verification stay current, because laws change, institutions change their regulations, and you may have changes in your life.
