Please let us know as soon as possible if one of these important life events occur.
We are here to help guide you through this time and aim to make the financial matters the least of your worries. The best method is to email support@foolwealth.com with details of the situation.
Death, disability or incapacity (“Significant Life Event”) will not automatically terminate or change the terms of our agreement with clients. However, following any of these unfortunate circumstances, a client’s executor, guardian, attorney-in-fact, or other authorized representative may terminate the investment advisory agreement by giving written notice to us. Also, to allow us to continuously manage your account(s) if there is a Significant Life Event, our clients authorize us to contact a certain trusted person (e.g., a spouse, member of the family, or a friend) appointed by them during the account application or account update process.
As you would expect, the details of what happens following an unfortunate Significant Life Event are too numerous to include here.
