Peace of Mind
Peace of Mind Record Retention
Through this modestly-priced, flat-fee service, you can securely store all of your financial documents so your heirs know exactly what assets you left behind and where to locate them. Save all of your important documents digitally on a secure, third-party server and protect them from being misplaced, overlooked, stolen or destroyed in a disaster.
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Rest easy knowing that none of your precious assets will fall through the cracks or be spent on needless taxes, claims or expenses because your heirs can’t locate the proper information. |
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FIVE REASONS TO USE PEACE OF MIND RECORD RETENTION |
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CERTAINTY
The heirs you leave behind must take on a number of administrative tasks at a very emotional time. Often times, assets are overlooked because loved ones don’t know they exist or can’t locate documentation. With Peace of Mind Record Retention, you can be sure that your heirs can locate all of the information they need to manage your estate, right at their fingertips. |
SECURITY
D&C will scan all of your documents and store the digital files on a secure server. Even if you misplace your originals or your home is burglarized or damaged in a disaster, you will still have access to your vital financial information. Your sensitive files are backed up on our server and protected from digital theft. |
PRIVACY
You may want your heirs to benefit from your accumulated assets tomorrow, but that doesn’t mean you want them to know every detail of your financial situation today. With a neutral third-party storing your documentation, you can be sure your information is kept confidential and that loved ones aren’t privy to sensitive details until they need to be. |
ACCURACY
D&C will contact you annually to review files and verify that the most up-to-date information is being stored.
ACCESSIBILITY
When D&C stores your information, we can also provide you with a CD for your records. Because all of your essential information is stored together in one place, both you and your heirs can access it quickly and easily when needed. |
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Your Information is stored digitally and securely on our servers for safekeeping. Also, you will be able to keep your own copy on a CD for easy reference.
Download the Peace of Mind Brochure for more information, or conatct us at 315.475.7213 today.
Download Brochure.
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PRICING
Peace of Mind Record Retention has a one-time fee of $400. |
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