The Asset Tracker™ Program is available in both a PERSONAL and a PROFESSIONAL version. Each program provides all the information and tools needed on:
• How to document employment and family history
• Where to find state-by-state unclaimed property, including state laws and contacts
• How to steps to log and document property/funds to eliminate any future loss
• Ways to insure family members are aware of property/funds held by state
government
• How to assemble the knowledge you need to educate the family
Asset Tracker gives you each state's website and unclaimed property source information to locate any unclaimed assets that might exist. With the Asset Tracker Program, you get a complete kit for listing, recording and organizing all your personal and asset information.
The Asset Tracker Program kit, includes:
1) An Asset Tracker CD with instructions, data entry forms and a resource guide to allow you to develop a personal asset appraisal, and record and organize the information.
The CD includes:
a) Instructions; b) Interactive Forms in five key areas - Family, Work/Military Service, Banking, Insurance, and Investments. Completed forms can be saved or printed; c) A Resource Guide, for finding Federal, state and other primary sources for unclaimed property information.
2) A 3-Ring Storage Notebook and Organizer for keeping all information, and the CD, in one place.
3) A set of Tabbed Dividers with instructions and storage tabs for organizing and assembling printouts of your data and personal notes.