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Your Personal Inventory Manager

We stand ready with an array of services and solutions designed to help you be well organized, prepared and connected to the resources you need when dealing with life's transitions.

Welcome to an overview of U.S. Trust’s organizational tool for clients, Your Personal Inventory Manager.

Rising healthcare costs. Responsibility for an aging parent. Who will care for me as I grow older. These are some of the top personal concerns of wealthy individuals uncovered in market research.

At U.S. Trust, we help our clients and their families address these types of issues every day through our ElderCare Planning program.

This program focuses on four key areas: organizational services, facilitating care management, wealth planning, and estate planning.

We understand that helping our clients get organized and plan for their future contributes to their comfort. Gathering and documenting critical personal, financial and medical information in one place is an important step clients can take.

To help with this process, U.S. Trust has created a tool called Your Personal Inventory Manager.

This Inventory Manager can serve as a comprehensive repository to help clients keep track of critical data such as the location of family and financial records or contact information for doctors and advisors.

In addition to helping clients arrange their own matters, they can use this Inventory Manager to help elderly relatives identify and organize their personal information. Organizing this vital information provides an invaluable benefit to clients, their families and loved ones.

If a client or a loved one experiences an unforeseen illness, having this information readily available will allow another to step in and assume responsibility for the affairs of the person who is ill.

For example, you don’t want to find yourself in a situation where you or someone you love is in the hospital emergency room, questions are being asked by doctors and hospital staff and no one has access to the information that will help provide the answers.

Your Personal Inventory Manager serves as a one stop place to store vital information including contact information for the executor of an estate, and emergency contacts.

There are sections for banking and investment accounts, specialized assets and even social security details.

There is also a caregiver supplement that focuses on the information a caregiver may need if a situation arises.

The Inventory Manager is available in both printed and digital format exclusively through a U.S. Trust advisor.

Once the document has been filled in, you must decide where to store it – for example, you may choose to entrust this document with a family member, a spouse or partner, an online file storage service, or your accountant or attorney.

At U.S. Trust, we understand that thoughtful organization takes time, and we stand ready to assist you as part of our comprehensive approach to wealth planning and serving the unique needs of our clients.

Eldercare planning issues today certainly impact finances, but they also impact the emotional well‐being of families. Providing families assistance in dealing not only with the financial aspects of eldercare but also in dealing with the emotional implications is what we believe makes our ElderCare Planning offering unique.

For questions about Your Personal Inventory Manager, please contact your U.S. Trustadvisor. You may also contact us through 1.800.USTRUST or the “have us contact you” link on ustrust.com

Important Information

This presentation is designed to introduce you to the products and services available through U.S. Trust, Bank of America Private Wealth Management, is provided for informational purposes only, and is not issued in connection with any proposed offering of securities. This presentation is not used with regard to any specific investment objectives, financial situation or particular needs of any specific recipient and does not contain investment recommendations. Bank of America and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this presentation or its contents. The information in this presentation was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. The opinions expressed herein are made as of the date of this material and are subject to change without notice. There is no guarantee the views and opinions expressed in this presentation will come to pass. Other affiliates may have opinions that are different from and/or inconsistent with the opinions expressed herein.

IMPORTANT: The material presented is designed to provide general information about ideas and strategies. It is for discussion purposes since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

Bank of America, N.A. and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

U.S. Trust operated through Bank of America, N.A. and other subsidiaries of Bank of America Corporation.

Bank of America, N.A., Member FDIC.

This presentation may not be reproduced or distributed without prior written consent.

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At U.S. Trust, we understand that helping our clients get organized and plan for the future contributes to their comfort. Gathering and documenting critical personal, financial and medical information in one place is one important step you can take to prepare. 

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