FREQUENTLY ASKED QUESTIONS

Digital Safe is an application that can be used to organize your or a loved one’s estate

planning and asset management. It is for anyone, at any age, who needs or wants to

organize the totality of their assets and personal information.

The application provides an easy-to-use spreadsheet that allows you to enter and see

what assets a person has as their total property, separated into categories of related

items. Categories of items such as real estate, financial accounts, investments, and

other property like jewelry, vehicles, etc

The spreadsheets can be printed in order to be written on, or left in on screen form and

the information entered directly. The purpose is to provide an easily accessible record of

everything a person owns at the time the spreadsheet is created.

The spreadsheets are for specific categories of asset, with columns for the necessary

information relevant to that type of asset.

The specific category of a spreadsheet will have a space for the name to identify the

asset, and then, all of the information about the asset needed to manage it, on the same

line. This includes things like account numbers, serial numbers, passwords, balances,

amount owed, and dates.