In fact, many people have commented that they never knew how much their estate was worth, until they saw it in black and white. The information provided in the EAA could save you thousands in taxes alone. Plus, the EAA provides information you will not find listed anywhere else. It also provides a comprehensive source of information for all of your assets, from bank accounts and CDs to insurance policies and real estate. No stone is left unturned.
Confidential information is treated with the utmost respect and privacy.
For starters, information is collected over the telephone by an authorized EAA Counselor, at the time and day you select. Once your information is provided, it is never sold or shared with ANY third parties. For more information about our privacy policy, click here . Your EAA will be mailed via Priority Mail usually with 24-48 hours after the interview is completed. This gives us a chance to prepare the report, and have it reviewed for accuracy by a Senior Account Specialist.