10 Things to Know About Beneficiary Designation
When people think about estate planning, they often focus on wills, trusts, and last wills and testaments. But one of the most powerful tools you already use, and might be...
Read More...Keeping our members, their loved ones, and trusted partners aware and up to date on life’s critical information is our primary focus. Our secure portal allows you to store all meaningful and vital records in one secure easy-to-use location. We utilize Amazon cloud encryption to secure and protect each password encrypted account. Your password is not known to the site. Only you, or someone you share the password with, can ever access your account.
Learn moreEstablish an account on our encrypted and password protected Amazon Web Hosted Site. Our portal allows you to securely and independently enter all of your vital information onto one site.
Upload your vital information such as life and health insurance Information, banking and retirement accounts and important legal and contractual documents.
Setup to receive reminders every month. You can choose to share all your information, or parts of it, with family members and trusted partners. Review and update periodically.
October 1, 2025
When people think about estate planning, they often focus on wills, trusts, and last wills and testaments. But one of the most powerful tools you already use, and might be...
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We spend so much of our lives online that it’s easy to forget just how much we’ve tucked away in digital spaces. Photos on Google Drive. A lifetime of emails....
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For a lot of folks, “cybersecurity” sounds like something only big companies or computer geeks deal with. But the truth? Hackers usually go after regular people because it’s easier. A...
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