A financial vault accessible from any internet connected device can help in a pinch. In a fast-paced life, it is easy to lose track of your assets and financial documents. It is even harder to find them after they have come up missing. That is why we sought to offer a secure online financial vault.
Imagine that you are suddenly incapacitated or die unexpectedly, like the entertainer Prince. Have you told anyone what to do in case of an emergency? If you have powers of attorney and medical directives, can your trusted people access them?
What if you are traveling abroad and lose your passport. What would you do?
Imagine you can get internet access. You simply download a copy of your passport, driver’s license, and other documents and find the nearest embassy. That would be much easier than any story without proof.
Imagine that you have told a spouse or significant other how to access your vault in case of emergency. Should you get sick traveling, they can jump online and establish the authority you have given them. If you are concerned about giving them too much access to your life, get them their own financial vault.
Our unlimited secure document storage helps organize and protect your most important documents. Rather than dump them in one place, you can assign documents to the person they relate to. For example, the passport for the child is associated with the child’s personal information. Review the checklist below to visualize your documents, organized.
- Legal Documents
- Revocable & Irrevocable Trusts
- Power of Attorney
- Social Security and/or Veteran’s Administration Info
- Insurance Policies, (Life, LTD, Disability, Medical, Car, Property)
- Medical Records
- Bank & Investment Statements
- Pensions, IRAs, Annuities, etc.
- Investment Accounts
- Stock Options/Certificates
- List of Credit Cards with contact information
- Tax Returns
- W-2 Forms
- Identification, Birth Certificates, Driver’s Licenses, Passports
- Titles to Homes, Autos, Boats, etc.
But is the financial vault secure?
Our Wealth Management System employs the most advanced security features and protocols to keep your data safe, private, and secure, 24/7/365. It was developed by eMoney Advisor, a financial planning technology company that targets advisors who work with High Net Worth clients.
Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections, and more. Learn more about the vault’s security here.
Connect your financial vault to the rest of your financial life
Connect all of your financial accounts, checking, savings, mortgage, credit, investments, etc. to build a comprehensive picture of your financial life. Personalize your financial organizer to reflect the people and things that are most valuable to you. Store all your professional contacts in one place. While you may have them on your smartphone, does your attorney or person in charge at your incapacity.
Ready to learn more about a financial life well organized? Contact us to learn more.