All about you, All your Meta data. Address, Demographics, Email Addresses, all your vital statistics securely in one place.
Spouse/Partner
All about your partner, All your Meta data. Address, Demographics, Email Addresses, all your vital statistics securely in one place.
Family and Friends
Your immediate family and your important friends. All your first, second and third degree connections. All in one secure place. A copy of your personal contacts.
Professionals
Brokers, Lawyers, Accountants. All of the professional people in your life.
Charities
Your favorite charities. Who do you give back to. Church, 501(c)3’s, Gifting plans and Foundations.
Trusted Vendors
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.
Financial Institutions
Banks, Brokers and Institutions holding retirement funds (401Ks, IRAs, etc.) Don’t forget any real deposit boxes you maintain.
Insurance
Life and Business insurance. Auto, Homeowners, anything non health related. Health insurance is below.