Logged In User:
All about you, All your Meta data. Address, Demographics, Email Addresses, all your vital statistics securely in one place.
All about your partner, All your Meta data. Address, Demographics, Email Addresses, all your vital statistics securely in one place.
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.
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.