How do your “important people” get access to your important information if something happened to you? As a Premium, or Premium+, member you can safely store all of the following information in your Member Dashboard:
- Emergency contact information for loved ones, your attorney, and other advisors
- Upload copies of your will, trust, durable power of attorney
- Keep a current Direction Memo up to date and upload a copy that includes your final arrangement wishes, investment instructions, and much more.
- Online memberships and social media accounts and your wishes for the management and closing of those accounts in the event of your death or incapacitation.
If you wish, invite your Estate Delegate™(s) safely to have account access to your member dashboard.
You must be logged in to post a comment.