How do I prepare and organize the information I need to make available in my vaults?

Created by IronClad Family Support, Modified on Wed, 06 Sep 2023 at 05:15 PM by IronClad Family Support

One of the many benefits of an IronClad Family membership is the ability to store sensitive information that is fully encrypted so that it is available to the individuals you designate on a specific date or the occurrence of a designated life event, even if they don’t know that the information is waiting for them. Gathering and organizing the information you plan to share is an important step in the process.

The following includes some of the key information you will need to gather.

1)   Personal Information

a.    Family member names and dates of birth

b.    Emergency contacts

c.    Home & Real Estate

d.    Social media accounts

2)   Bank and Investment Accounts

a.    Account numbers

b.    Login ID and password

3)   Benefits and Health Information

a.    Life\Disability insurance account information

b.    Pension/Benefit information

c.    Health insurance

d.    Medical history

4)   Estate Plans

a.    Signed and notarized documents saved in a pdf format. If you do not already have these Estate Plan documents, you can create lawyer-approved legal documents from the comfort of your home using the Legacy Estate Planning tools. See the help content titled Creating My Estate Plan for more information.

                               i.    Last Will & Testament

                              ii.    Power of Attorney

                             iii.    Living Will

                             iv.    Health Directive

5)   Personal letters, communications or other important documents left for your vault recipients

6)   Photo/Video Storage

a.    Link to cloud storage

b.    Location of important photos

7)   Elder Care

a.    Desired providers

b.    Type of care desired

8)   Funeral Planning

a.    Cremation vs. burial

b.    Donation wishes.

c.    Special instructions

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