USE CASE: PRO-ACTIVE measures

"I got a email informing me that I had reached the age of having to take a required

minimum distribution from my IRA and pension. I had always been responsible and had

taken steps to assure my comfortable retirement. I invested a little every month. I paid

off the mortgage early. I saved cash what cash I could. But the email suggested that

review the total of what I had accumulated, just to see where I stood. I started writing down accounts, Insurance policies, just anything that I could think of. Each time I sat down to go through it, I came up with a list. The next time I sat down to review my list, I always came up with more items, or worse had to delete some. What I needed was something that would let me capture everything I had accumulated and document it, and then update the record whenever any changes occurred. I came across this app, Digital Safe, and it fit my needs perfectly. It allows me to see all of my assets grouped together by type. Their individual value. And all of the account information required to make any changes. No one lives forever. I want to manage what I have responsibly. This allows me to do exactly that- with minimum of effort."

- Hector Romano, age  64, retired.  

A parent dies after a long illness or unexpectedly. Their children are adults

and have started families of their own. The parent lived alone in their long

term family home or may have down sized to a more manageable one or

two bedroom apartment. 

After the parent’s unanticipated death, the adult children rush to their

parent’s residence to try to locate all the important financial documents

and information that they MUST have in order to begin the estate

settlement process. They begin by looking for the following important

information:

1. Passwords to accounts

2. Insurance policy documents

3. Titles to property

4. Bank Account numbers and statements

5. Stocks, bonds, annuities

6. Safe deposit boxes numbers, locations and keys

7. Credit Cards

8. Will

9. Keys location

... to name only a few of the important pieces of information necessary.

DIGITAL SAFE is the optimum solution which will be a valuable tool in this

traumatic situation for the immediate family and relatives. With Digital

Safe all of the important information is gathered in one location.