End of Life Preparation

Getting Your Affairs in Order

Life is busy; people rarely have time to think about the unexpected. When was the last time you had a serious discussion with a loved one about what to do in case of an emergency, an unexpected accident or worse, death? My Personal DataSafe does more than just help initiate those difficult "what if" conversations but can become your emergency file.

For many people, worrying about what will happen to their surviving family members can be an overwhelming thought. If you have ever had to settle the affairs of a loved one after they have passed away, you understand the challenges of gathering all the necessary information you need. My Personal DataSafe, while helping to initiate those difficult "what if" conversations, also provides the peace of mind knowing that all the necessary information is available when you really need it.

Be Prepared

My Personal DataSafe provides you the ability to record your personal information and upload copies of important legal and financial documents such as birth or marriage certificates, insurance policies, investments, deeds, titles and more. Compiling and organizing all of your information can seem daunting but My Personal DataSafe makes it easy to access, enter, update, share and retrieve.

With My Personal DataSafe you will have peace of mind not only in life changing situations but also in everyday situations where it is necessary to share information or retrieve it in a convenient customized report.

Be Selective

Our patent pending software is truly unique in providing you complete sharing right controls. By creating personal and professional share users you have the ability to share entire modules, categories, sections or even specific records of your choice. It's your data; you can decide the specific information to share and are always in complete control.

Once you have created a share user you can view their edit and sharing rights to set access privileges. Access privileges may be set for each individual record and also be set at various default levels for all future records. Your information is only accessible to people that you have granted access, which you can update or revoke at any time. In addition to sharing information while alive you also have the flexibility to assign share rights only upon your death.

Whether it is an executor of your estate, trusted advisor or loved one you have the ability to share information you might not be comfortable sharing while alive.

Default Share Rights

Quick and easy settings can be made by module, category or section

What Information is Available for Storage

My Personal DataSafe has several comprehensive modules that include personal, medical, financial, insurance and legal information. Each of the modules has a variety of categories and sections for you to record and store your information.

Personal:

  • Name Information
  • Birth Information
  • Contact Information
  • Social Security Number
  • Motor Vehicle License
  • Usernames/Passwords
  • Children/Grandchildren
  • Relatives
  • Properties
  • Marriage
  • Employment
  • Military
  • Friends

Medical:

  • Conditions/Allergies
  • Surgeries
  • Doctor’s Visits
  • Medications
  • Pharmacies
  • Living Will
  • Family History

Insurance

  • Life Insurance
  • Property Insurance
  • Home Inventory

Financial:

  • Bank Accounts
  • Brokerage Accounts
  • Stocks/Mutual Funds
  • Annuities
  • Bonds
  • Real Estate
  • Personal Property
  • Retirement
  • Other Assets
  • Liabilities
  • Entities

Legal Information