Trusted Contact

What is a trusted contact person?

The trusted contact is an individual (age 18 or older) whom Curio could contact in the event you are unavailable or incapacitated.

With your permission, we would disclose information about your account to confirm your current contact information, health status, or identity of trustee, executor or holder of power of attorney.

Authorization Form

By executing this form (the “Authorization”) in the space provided, I, in the event of my death, disability, or the perceived diminution in my cognitive ability (or the inability to contact me after several repeated attempts over an extended period of time), or the suspicion that I may be subject to financial exploitation, hereby authorize Curio Wealth (“Curio”) to contact and share information pertaining to my accounts with the designated trusted contact person(s) (as entered in the form), and to discuss such accounts and related issues with such individual(s).