Estate Document Storage in Chicago, Illinois

Services We Offer

We provide the following services customized to match your individual needs:

• Digital Storage Vault Upload confidential documents, such as a Will, Trust, Power-Of-Attorney, Business Interest, Succession Plan, Advance Directives, and more.
• Snapshot Report Custom reports can contain final wishes, insurance policies, financial accounts, properties, helpful contacts, and more.
• 100% Online Access 100% private and secure storage! You won’t have to worry about losing paperwork during a move, theft, or a natural disaster, such as fires or floods.
• Wellbeing Checks We conduct monthly, quarterly, or annual checks on your physical and mental wellbeing.
• File Sharing Share your custom Snapshot Report and uploaded documents from within the platform with designated or external contacts.
• Mobile Document Uploads Save time while on the go! Take a photo of a document and upload it directly into the platform.
• Support Specialists Support Specialists proactively conduct wellbeing checks based on your preferences. If we are unable to connect with you after a predetermined amount of time, we will reach out to your designated contact(s).
• Multi-Layer Security Trusted hosting with SSL Security, Multi-Factor Authentication, Data Encryption, Malware Scans, System Backups, and NO Social Security or Account Numbers required.