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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.
