Missing paperwork. A haphazard filing system. A devastating flood or fire.
Keeping our documents safe and in order can be challenging, but it is so important—especially when you are suddenly faced with a life transition, like moving from your home or losing a loved one. To help keep you organized and help your loved one’s when you are preparing your own estate, you need a safe and secure way to store your documents.
Digital Storage for Estate Planning
If you find yourself in the role of an executor for a loved one’s estate, you will realize the importance of keeping all your vital documents in a single place. Identifying and storing all of these documents is a critical step in the probate process. In the past, executors had to designate an area of their home to deal with all the paperwork needed for the probate process, but now you can store all these documents securely online and limit the clutter in your home. Our solution provides bank-level security and is a user-friendly way to organize and keep all of your essential paperwork together online. Whether you want an online location for the decedent’s important papers or you’re going to set up your own estate, we have the perfect solution for storing all your pertinent documents and information securely in one location.
What happens if you die or become incapacitated and nobody else knows any of those passwords, access codes, and login IDs? Unless you’ve taken steps to secure your digital estate, the answer to that question is a lengthy period of digital probate. By organizing all your documentation securely in our digital vault, you can speed up the lengthy probate process. Your files will be accessible 24/7, from any computer with an internet connection. You will have the ability to grant trustees permission to access the vault and review documentation in one place.
Preparing for Natural Disasters
Similarly, we are all at risk for natural disasters. Many people have their important documents stored at their homes. They gather them when they know their home is at risk. However, there is now a better way. Rather than having to gather your important documents in the event of a flood, fire, hurricane, or tornado, we recommend storing your important documents online.
Digital Storage Solution
Our Digital Vault is the safe and secure way to store your most vital documents, records, and account information.
For a nominal monthly fee, our Digital Vault is a secure, online documentation storage system. It is the best place to securely store all of your important documents to safeguard your priceless items with bank-level security. Items to include in your digital vault include:
- Death and birth certificates
- Bank account information
- Investment information
- Real estate contracts
- Business documents
- Insurance policies
- Last will and testament
- Confidential letters or reports
- Photographic records of assets
- All online account information
- Funeral planning documents
- Treasured memories in digital form
- And more
Securing your papers in a digital vault ensures they will never get lost, stolen, or damaged. With our Digital Vault, you can feel safe and secure about knowing where your most important personal information is at all times.
This is just one more resource All Life Transitions recommends to protect you and your assets.
Contact us now to learn more! Email info@AllLT.com or call 888-758-3185