CBData® Pro Business Structure Reports
Data Locator

A Data Locator report will inform recipients of the whereabouts of all of the important information that they’ll need to locate, for your business, such as the bank accounts, brokerage accounts, the firm's 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 important documents, registrations, policies, passwords, secured locations, clients, employees, professional affiliations and more. It’s a roadmap to your business life! You can send a version of the Business Data Locator Report to your estate planner, accountant, attorney and other trusted advisors.