3 Easy Steps & Under 5 Minutes
Answer Asset Questions To Create Your Custom Snapshot Report
Identify Designated Contacts
Select Wellbeing Check Preferences
Your information is safe and secure with us. Your loved ones do not have to search through your belongings to find your documents – we will have them ready to share along with your custom Snapshot Report.
Custom Snapshot Reports provide an overview of your personal assets, final wishes, important contacts, and a list of your critical files – so maintaining confidentiality is important to us. We will not share your report and documents until we have obtained confirmation from one of your designated contacts that it is necessary to do so. It is important to always ensure that your profile contains the most up-to-date contact numbers and email addresses for your designated contacts.
As life changes, come back and update your information as frequently as you would like with new documents or account details so we can provide accurate information to those you care about most.
Need further assistance? Contact us at 312-815-1707 or firstname.lastname@example.org at your earliest convenience.