Unclaimed Assets

Unclaimed Asset Phenomenon

There is almost $33 billion in unclaimed assets in the United States and every year hundreds of millions of dollars in life insurance goes unclaimed because the beneficiaries do not know the money exists. Millions of family members are totally unaware they're entitled to collect missing moneys owed from deceased relatives who passed on without leaving an updated will or complete financial records.

One in three life insurance policies are never paid, typically because it's up to heirs to notify the insurance company when a policyholder dies, and virtually no effort is made to find lost beneficiaries and missing heirs. Storing and sharing your vital financial information in My Personal DataSafe ensures that your hard earned assets do not become part of this growing statistic.

Protect Your Assets

My Personal DataSafe provides you the ability to record your personal information and upload copies of important legal and financial documents such as 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 that your assets will not become a statistic by sharing your financial information with professionals, beneficiaries and heirs 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