CBData® Financial Reports
Data Locator w/ Valuations

You can send a version of the Data Locator Report, with valuations, to your estate planner, accountant, attorney and other trusted advisors. This report will inform recipients of the whereabouts of all of the important information that they’ll need to locate, such as your bank accounts, your brokerage accounts, your investments and the most recent values of those accounts, for proper financial planning and in the event that you become incapacitated or pass away. This report also includes a list of your important documents, policies, passwords, online account information, including social media sites, secured locations, trusted advisors and more. It’s a roadmap to your life!