Vault

The virtual vault gives you an opportunity to have all your valuable papers in a central, secure location, where you and/or the people you designate can access important records in case of an emergency.

What sort of records you choose to include is your decision, but the following is a list to help you get started. You can have the option of gathering everything you want to put in the vault at one time, or you can do it in stages. Whatever you choose, make a commitment to doing it!  In case of an emergency, you’ll be glad you did.

1. Will
2. Health Care Proxies
3. Living Wills
4. Power of Attorney
5. Funeral Directions
6. Tax Records
7. Deeds, Leases
8. Insurance Policies (include photos of all valuables with your homeowner’s policy)
9. Copies of utility bills (to establish residency)
10. Medical Records
11. Family Health Profile
12. Personal: Copies of Drivers Licenses, Passports etc.
13. Cyber: User names and passwords

If there’s something missing that you would like to see, please click here and let us know.

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