Onesta Wealth Management

Fiduciary or Suitability standard

Onesta Wealth Management ™

Helping Families Thrive ™ - We are a fiduciary, by choice.

Survivor Checklist Free for the asking

Survivor Checklist Free for the Asking

Recently a dear friend’s father passed away.  I emailed him our Survivor checklist.  He shared with me that this was an invaluable tool.  There were items on the list he and his family had not considered.

The survivor checklist explains what to do immediately, within 30 days, 60 days and 180 days.

Please fill out the form below and we will email you our Survivor checklist at no cost to you.

No Credit Card needed

We do request a phone number, relax though, nobody will call you unless you request support with something.  That’s our promise – respect your desires.

We trust you will find this useful and of value.  If you do, consider having us create a Family Estate Organizer for you.