Using your laptop, mobile device or smart phone -- wills, power of attorney, insurance policies, birth certificates, medical information and financial documents, including documents important in emergencies, are at your fingertips, wherever you are and whenever you need them.
Because these are important life documents, we use high-level security technology, including encryption, like banks and other financial institutions and healthcare organizations, and follow HIPAA guidelines with all data stored and accessed in HIPAA compliant environments.
All your life documents are organized in one convenient place, with the ability to give family members and trusted advisors access to individual documents, and reminders for when documents need updating.
Important health-related documents, including doctors and healthcare providers; health insurance policies and cards; diagnoses, treatments and medications; living will and medical power of attorney.
Legal documents such as birth certificate, marriage certificate, social security card, passport, drivers license, military discharge papers, wills and durable power of attorney.
Important financial documents, including life insurance policies, pre-paid burial insurance, list of bank accounts, real estate holdings, credit card information, retirement accounts and other assets.
Journal or diary, funeral arrangements, service preferences, diplomas, certificates and honors, significant photos and videos, letters to family members and bucket list.