Remember when you were a kid? Things were simple. Life was good. Everything you owned could fit into a box. All your worldly possessions in one safe place. It made you feel secure. Time passed . You collected more things and more boxes. Life became...less simple.
Here's a question. Do you know where everything is, and what everything is worth? If something happened to you, could someone help with your affairs? If you don't, you should. If they can't, they should. If you want to prepare for the unexpected, you can.
The process that follows will guide you through your essential documents that you should always have access to, and the best way to store them. At the end of the process, you, and your family, will be in a much better position than you are today. Let's get you prepared!
Introducing My Essential Documents (:52)
How to use the My Essential Documents Tool (17:59)
How To Upload Documents to Your Personal Wealth Portal (2:57)