Financial Lockbox

If you’re like most families, one person is generally designated to handle the financial aspects of the household. Or, if you’re single, you may be the only person who knows the type and location of your financial accounts. What if your loved ones suddenly found themselves in the position of taking over your finances without warning? Would they be able to locate insurance, bank and financial records in the event of an emergency? My Financial Lockbox is an online solution that enables you to store financial data in a single, secure, password-protected location for easy access by you or loved ones that you select and authorize.

 

Features

Your Interactive Virtual Safety Deposit Box ...

  • Establish a complete listing of all life insurance policies, bank accounts and other financial data - for your records as well as an appointed contact 
  • All your financial documents organized and easily accessible, especially handy at tax time 
  • Restore your records easily in case of fire, earthquake or flooding 
  • Your data is safe and secure against hackers with our state of the art encryption programs 
  • Appoint a contact person to be notified of your records in the event of an emergency