SAVeT™ System

SAVeT™ stands for: Simplification, Alignment, Verification, and Tracking.


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 your assets with your estate plan. This includes beneficiary designations, Power of Attorney, etc.


Verify alignment with institutions to prevent any surprises.


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.

Download Our SAVeT™ System Handout