Estate Planning and Wealth Management Services
Safeguarding Your Family’s Future
With The Family Vault
Why the Family Vault Matters
What’s The State of Your Family’s Financial Security?
%
of individuals don’t have their online passwords organized.
%
of people have not set up a healthcare directive.
%
of individuals don’t have a comprehensive estate plan in place.
%
of those with estate plans don’t know where their important documents are stored.
%
of individuals with estate plans haven’t shared the location of their documents with their executor or trustee.
Your Peace of Mind is Our Priority
With the Family Vault, you’ll have a secure, organized repository of all your crucial information and documents at your fingertips. This isn’t just about paperwork – it’s about empowering you and your loved ones to face life’s unexpected challenges with confidence.
Your Family Vault securely stores and organizes:
Your carefully crafted estate planning documents
Any other essential information unique to your family’s needs
Take These Three Proactive Steps to Protect Your Family’s Future
Compile
Your Family Vault becomes a comprehensive repository of your crucial documents. Everything you need is in one secure place, from insurance policies to investment statements, powers of attorney, medical information, property deeds, healthcare directives, living wills, personal property titles, and safeguarding internet passwords. This organization gives you peace of mind, knowing that all your important information is readily accessible whenever you or your loved ones need it.
Backup
Protect your family’s future with a secure, encrypted backup of all your essential documents. Your Family Vault allows you to access your information remotely and, in times of need, will allow your chosen executors or trustees, per your prior direction, to seamlessly manage your affairs, reducing stress and ensuring your wishes are carried out efficiently.
Secure
Experience a hassle-free process of securing your family’s financial future. You’ll be guided through each step, with most of the work handled for you. This personalized approach ensures your Family Vault is thorough, secure, and tailored to your unique needs. Enjoy the comfort of knowing you’ve taken proactive steps to protect what matters most – your family’s well-being and financial security.
Getting Ready to Retire?
The Top 20 Questions You Need To Ask and Answer Before Retiring
Are you ready to retire but anxious about the what-ifs and unknowns? Not sure where to start? Download our free guide, “The Top 20 Questions You Need To Ask and Answer Before Retiring,” and gain insights and knowledge to help you with one of life’s most important decisions.
