Short Form Why Your Kids Should Know Where Your Money Is Before You Die

LEGACY INVESTMENT SERVICES

YouTube Short Script  |  June 2025  |  Week 4 - Short 10

TITLE: Why Your Kids Should Know Where Your Money Is Before You Die

ADVISOR: Jordan Cassiani

RUNTIME: 55-65 seconds

FORMAT: Vertical 9:16, tight on-camera, no cuts

CTA: Link in bio for complimentary retirement income analysis

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Legacy Investment Services and Osaic Wealth are separate entities. Content is for educational purposes only. Not investment, tax, or legal advice. All scenarios are hypothetical illustrations.

SCRIPT

An estimated $58 billion sits in unclaimed property accounts in the United States right now. Much of it is money from deceased people whose families had no idea the account existed.

When someone dies and the heirs do not know about a bank account, a small brokerage account, an old pension, or a life insurance policy, that money sits dormant until the institution eventually turns it over to the state as unclaimed property. Finding it later requires navigating a search process that most families never undertake.

This is a completely preventable problem. It requires one conversation and one document.

Before you need it, create a written inventory of every financial account you own, every insurance policy, every pension or annuity, every safe deposit box, and every significant asset. Include the institution name, the account number, and where your heirs can find the login information securely.

Store this document somewhere your family knows about. Tell them it exists. Review it every few years and update it.

This is not about your net worth. It is about making sure everything you built actually reaches the people you intended it to reach.

Link in my bio.

PRODUCTION NOTES

Warm, human, urgent. The $58 billion stat is the hook. This is one of the most shareable and emotionally resonant shorts in the batch.

Legacy Investment Services  |  Jordan Cassiani  |  Legacy - Kids Should Know Where Your Money Is - Short - Week 4