Select The Right Plan For You
Per Month
Ability to create a Do It Yourself Will, Health Directives and more legal documents inside
of the members locker’s account for a 10% discount with our partner, Law Depot
Do It Yourself Checklist – We provide you time saving details of:
Who to submit information to
OR – We do it for you: Mail Service
Guidance for how use your Locker Suite or
“Just simply access each as you’re comfortable with from the easy to use point
and click navigation”
Profile
Next of Kin Locker (Tell us who will handle your affairs and how to reach them)
Account Control:
Tell us who can update your information
Block changes or Allow changes
Store Your Policy Information
Your choice – We notify your Insurance provider
Store Your Account Information
Your choice – We notify your Insurance provider
Store copies of all other documents, marriage license
List your family and friends contact Information
Store and list your assets, home, boats, and land along with proof of ownership
Add your banks, credit accounts by name, address, phone number, type of account.
Lock box number, location of lock box
Complete your Estate plan
Provide basic and key questions for any memorial service planning