How to Assure  Better Control of the Documents that Control Our Financial Lives
Sep 22, 2022
Matt Everson
How to Assure Better Control of the Documents that Control Our Financial Lives

Our presentation seeks to raise awareness of the gaps that exist in our current system of ownership verification and control as it pertains to the documents that act as the cockpit to our financial lives. Deeds, living trusts, wills, and POAs are still using paper and ink in a digital age. Our public systems (courts, recording offices) and financial institutions have failed to keep pace with technology. This leaves security and verification issues that criminals increasingly attempt to exploit. Our presentation is not designed to invoke fear. We hope to educate Rotarians to the risks at hand and give them useful ways they can mitigate them. It is an informative talk designed to inspire questions from the audience.