Snapshot 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.

×