If you do not already have an account, here’s where you create one. Use your email or your phone number, both are unique identifiers. Please create a secure password for your account. Minimum 8 characters, at least one uppercase, one lowercase, one number and a special character.
We will get in touch with you to verify your email.
Login with your email or your phone number, and your secure password.
A summary of all your financial information simply represented by a pie chart. You can drill down on the pie slices for details.
Graphical Representations of all your assets broken down by category and summarized by value
nFormed Terms of Service and Privacy Policies
All of the people in your life. Some of them will be required by this digital vault, some you may not need, but want to include in this digital vault.
Details and Documents about You, the owner of this digital safe deposit box.
Details and Documents about Your significant other, your spouse or partner
All of the other people in your life. Your immediate and/or if you wish, your extended family. This list can be limited or extensive. There will be some required people. Beneficiaries, Trustees (if you have them), and Children among other people.
Brokers, Lawyers, Accountants. All of the professional people in your life.
Your favorite charities. Who do you give back to. Church, 501(c)3’s, Gifting plans and Foundations.
Your list of preferred vendors. People you purchase from. People who you pay on a regular basis from Maids, Barbers and Personal Trainers to Amazon and Shopify. This includes Subscriptions. These will someday need to be cancelled.
Banks, Brokers and Institutions holding retirement funds (401Ks, IRAs, etc.) Don’t forget any real deposit boxes you maintain.
Life and Business insurance. Auto, Homeowners, anything non health related. Health insurance is below.
Legal information, documents, forms and policies.
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All the items of value you own in one place. All your personal property and real estate and how it’s owned. It will be analyzed to keep you out of probate.
The institutions these belong to may be recorded elsewhere. This is sources, amounts and periods.
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All your health and medical information in one place.
All of your physicians and their contact information
Therapists, Physical or otherwise, Nutritionists, any non Medical Doctor practitioners who you receive services from.
A list of your prescribed medications. This might be necessary to be acquired should you become incapacitated. Prescriptions are not a requirement of this digital vault, just a precaution and a suggestion.
All your health insurance coverage. You will want to include Dental, Vision, Accident and Indemnity insurance and short term nd long term Disability here. Life insurance is already accounted for.
You may or may not want to make some of these choices. If you don’t wish to do so, choices will be made for you. Please let others know your wishes!
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