Get Ready to File Your Taxes
Although April 15 is traditionally the Internal Revenue Services’ (IRS) tax deadline day, in 2022 you’ll have until Monday, April 18, to file your taxes for 2021. April 18 also...
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Secure, Independent, and Comprehensive Electronic Safe Deposit Box for Life’s Vital Information
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 moreSnapshot of the process
Step 1
Establish 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.
Step 2
Upload your vital information such as life and health insurance Information, banking and retirement accounts and important legal and contractual documents.
Step 3
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.
Why it works
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Featured post
January 14, 2022
December 30, 2021
Resolve to Go Paperless in 2022
In January, follow the example of the U.S. government that has committed to moving to a paperless archival system by December 31, 2022. The Office of Management and Budget's (OMB)...
Read More...December 14, 2021
Track Your Gifts on a Home Inventory
Lucky you! You’ve been nice, not naughty, so, you may be rewarded with gifts galore this holiday season. What’s on your wish list—a smart TV, a laptop computer, or a...
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