Our “Digital Locker” (see partial screenshots below) is a web-based, proprietary service that uses bank-grade security to safely store our Clients’ information. This ensures that Client’s are confident knowing that their Beneficiaries, Trustees and Agents will have valuable and necessary information when they need it. Too often, in our experience, we have seen the difficulties presented in trying to find account information, online passwords, etc. Currently, the service includes:
- Financial information (asset by asset)
- Important Documents
- Memorial Instructions & Wishes
- Legacy Interview: My Kids (more interviews coming soon)
