Family Action Plan

Nobody wants to think about what happens when we pass away, but you want to ensure your family is set once you're no longer with them. SWM works for you to create a plan today to ease the burden on you and your family.

The SWM Family Action Plan enables you to consolidate all of your financial (and other) information in one organized place, so when you pass on, your loved ones will not be left with the burden of sorting out what you left behind.


Assigning Your Financial Delegates

A critical step in creating your Family Action Plan is the appointment of your Financial Delegates. These individuals are responsible for reporting and confirming the event of your passing. Once confirmed, we will provide your Financial Delegates with access to your Personal Financial Website, the hub of our Wealth Management System.


How Do I Choose My Financial Delegates?

A Financial Delegate should be someone you trust to take an active role in settling your affairs. Typical choices include family members, close friends and attorneys. Once you designate your Financial Delegates, SWM will notify each delegate of their designation and their role in settling your financial affairs.

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