Add or Change Signers Appointment

Add a joint, beneficiary, or update an authorized signer.

We can't wait to meet with you.

Before your appointment, please review the list of what you’ll need to have handy. For phone and web appointments, please have access to a device for email + eSigning purposes.

If you have any questions before your meeting, don’t hesitate to contact us at (906) 228-7080.

  Book a in-person appointment

  Book a phone appointment

  Book a video appointment

Adding a Joint Account Owner:
  • Government-issued ID
  • Social Security Number
Adding a Beneficiary:
  • Government-issued ID
  • Social Security Number
  • Beneficiary's Address
Adding/Updating an Authorized Signer:
  • Meeting minutes from organization/business meeting.