Organizing and Storing Important Documents for Safekeeping
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Smart Life Docs was developed to help individuals organize sensitive personal information without the fear of a subscription service.
A one time purchase of SmartLife Docs gives you access to the following documents and resources:
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a. General Items - Personal Info
b. Trust documents
c. Insurance documents
d. Medical information
e. Military service documentation
f. Financial, Legal, Bank and Credit documents
g. Business documents
h. Investment documents
i. Documents and Information needed after someone dies
Additional benefits include:
1) An Appendix (16 documents that do not fit into the above categories)
2) A comprehensive list of 150 different personal documents to consider
3) A total of 107 government and company issued documents to consider
4) A total of 32 forms to consider
5) A total of 71 links to more information
6) A total of 53 links to resources
01.
Source General Documentation
Determine Documents needed post mortem
02.
Organize Medical Information
03.
Identify Insurance Documentation
04.
Organize Business Documentation
05.
Consolidate Financial, Legal, Banking and Credit documents
06.
Collect Investment Information
"It is up to us to live up to the legacy that was left for us, and to leave a legacy that is worthy of our children and of future generations."