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Will and Trust

Last Will

Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want.

Financial POA

A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated.

Health Care POA

Health care power of attorney allows you to document your wishes regarding medical care if you become disabled.

Living Trust

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

Identity Monitoring

Full-Service Restoration

ReliaShield provides full-service Identity Restoration in the event you become a victim of identity theft. If you suspect there is a problem, a certified Identity Restoration specialist is available to work with you 24/7/365.

If you suspect that your information has been compromised, please contact us at your earliest convenience. Our identity care specialists will determine if an identity theft event has occurred and guide you through any necessary restoration activities like:

  • Contacting the entity that issued the account or credentials that have been compromised (like your bank, credit card issuer, the Social Security Office, etc.)
  • Notifying law enforcement
  • Reviewing your credit report
  • Filing the appropriate fraud alerts with various entities
  • Placing credit freezes at different bureaus 

FEATURES

Keep important documents at home.

Not carrying extra credit cards, your Social Security card, birth certificate or passport with you outside your house can help you minimize your risk of identity theft

Pick up checks in person.

When ordering new checks, please pick them up at the bank instead of having them sent to your home. This makes it harder for your checks to be stolen, altered, and cashed by identity thieves.

Think before you share.

Identity thieves may call, sometimes posing as bank or government agency officials. Do not give out personal information over the phone unless you initiate the call.

Invest in a shredder.

Shred your receipts, credit card offers, bank statements, returned checks, and any other sensitive information before throwing it away.

Cover your bases.

Ensure that your employer, landlord and anyone else with access to your data keeps your records safe.

Order your free credit report.

You’re entitled to a free credit report from each of the three credit bureaus every year. Make sure you review your credit reports for inaccuracies. See below for how to use your credit report to spot identity theft.

Keep your SSN under wraps.

If possible, make sure your bank does not print your SSN on your personal checks.

Don’t use weak passwords.

Using passwords that include a mix of letters, numbers and special characters makes it harder for identity thieves to crack these codes.