Information and Records Locator

You rely on professionals and legal documents to help you keep your affairs in order. In the Records Locator Database, you can list the name and contact information for your lawyer, insurance agents, financial planner, accountant, etc. Attach documents that are related to these contacts.

In addition, you want to attach all important documents so they are safe from disaster or loss.

You can also record difficult to remember information and codes for easy access and safe keeping.

How does this help with Asset Management?

• Important documents, policies, and records can be stored in the vault to make them disaster proof. You are able to easily identify and access where you have stored these important assets (just like a lockbox.)

How does this help with your Legacy?

• When you are gone, it will make it easy for the family to settle your estate because they'll know exactly where all of the important information is stored including all of your professional advisors contact information. This makes settling your estate so much easier for your family.

Note:  As the owner of the vault, you can grant guest access to anyone you want to either specific information within the vault or the total vault. That way, it can always be accessed by the appropriate people if/when something were to happen to you.

Notice: This is not intended as tax, investment or legal advice. Consult a tax, legal, or financial professional as to the applicability of any financial, tax, or legal strategy for you.

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