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Fidelity is #1: Meet FidSafe and Raise Your Family’s Level of Preparation

March 29, 2021 By E.J. Smith

By ESB Professional @ Shutterstock.com

UPDATE, 3.29.21: One of the best ways FidSafe can help your family is with useful estate planning document management tools. You can start out on FidSafe with their estate planning checklist, that helps you organize all your most important files the right way. There are many documents you’ll need to be fully prepared, including a last will and testament, durable power of attorney, trust documents, marriage licenses, vehicle titles, charitable wishes, deeds, and more. FidSafe helps you remember it all, keep it safe, and have it ready when needed.

Originally posted on September 24, 2020.

A valued client was telling me this week about how he’s preparing his family for when he dies. It’s not a pleasant topic, but neither is the prep work. Navigating a subject that guarantees all kinds of emotions takes time and effort.

My client is preparing his family with a dry run. They will receive a call, and then will need to navigate as if he’s no longer around. He’s using Fidelity to keep his family’s important documents and finances secure and accessible.

One way to organize your documents is by using FidSafe. Fidelity’s FidSafe “is the safe, easy, no-cost way to store, organize, and access digital copies of your family’s important documents.”

You can help decide if FidSafe is right for your family and learn much more about it by watching the videos below.

 

Read more about FidSafe by clicking here.

Action Line: Don’t wait to organize your affairs. Fidelity’s technology makes it easy. Find out why Fidelity is #1 by clicking here.

Originally posted on Your Survival Guy. 

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E.J. Smith
E.J. Smith is Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. His focus at all times is on preparing clients and readers for “Times Like These.” E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH. His first drum set was a 5-piece Slingerland with Zildjians. He grew-up worshiping Neil Peart (RIP) of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306. He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West and Paris.

Please get in touch with E.J. at ejsmith@youngresearch.com

Click here to sign up for my free monthly Survive & Thrive letter.
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