Myths vs. Reality: What a Trust Actually Does
A survey by SmartAsset shows that over 60% of Americans with estates exceeding $500,000 opt for a living trust instead of a will. A key reason is that trusts avoid...
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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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May 1, 2026
April 15, 2026
What to Know Before Investing in a Rental Property
Even amid inflation and interest rates higher than historical norms, real estate remains a sure investment. “The Wall Street Journal recently reported that in this booming housing market, many homeowners...
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Top 3 Vital Documents Every Senior Needs to Organize Today
Every single year, thousands of older homeowners throw away hundreds, even thousands, of dollars. Why? They simply didn't file the right piece of paper. Meanwhile, families are out there making...
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