Safety deposit box? Filing cabinet in your office with a simple key? A spare drawer in your kitchen? It seems as though everybody has their “vault” to store their very private, yet essential documents. Are your documents organized and easily accessible when you need to look up a statement balance or make sure your will is up to date?
If we were able to show you a tool that could keep all of these documents organized, easily accessible (even from your mobile device), and secure at all times, wouldn’t you be interested? Having a place where all of these important family documents can be stored is just as essential to having a financial plan. Read through a couple examples and relate it to your life. Think about where your documents are stored and if they’re safe and secure.
As I said earlier, most documents are stored somewhere not-so-safe. A drawer in a filing cabinet in your basement isn’t so safe if an event such as a fire were to tragically happen. This is where a secure, online website can become an advantage. Rather than be scrambling around to find a copy of your birth certificate you “think” you made 3 years ago, it would be easier to go to the “cloud” because you are certain that there is a copy in there.
What about your living will and power of attorneys? Should a medical emergency come up, trying to find these documents will be the last of your worries, and going to the attorney’s office to get a copy will not be necessary anymore. Medical and legal documents may be the first information to come to mind when thinking about keeping your documents safe, but what about valued family items, such as photos, appraisals of family jewelry, and those “secret” family recipes.
If you’ve been looking for a way to securely store this type of information so that your family has one less worry when the time comes to access these important documents, let us know. We can help you ensure that backups are safe, secure, and easily accessible when the time comes.
Chris, College Planning Specialist
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