Modules
Properties: Equipment
Manages physical assets, maintenance, and tracking.
Properties: Services
Identify services and service providers for work done at the home.
Properties: Exterior
The roof, lawn equipment, decks, sheds, ladnscapiing and other outside work.
Properties: Properties
Identify all property owned. Main home vacation homes, timeshares etc.
Pets: Pets
What needs to be known about your pets care and temperment.
Pets: Vet
Who has been providing care for your pets.
Pets: Pet Emergency
Just in case, where to take your pet for emergency care.
Medical: Medical History
Medical history of yourself and family genealogy could be helpful.
Medical: Insurance
Who is the insurance carrier? Names, numbers, contact information.
Medical: Dental
Dentist, dental records, work performed by whom.
Medical: Medications
The medication taken through the years, would be very helpful to know.
Medical: Physicians
What physicians throughout the years were part of your care.
Automotive: Registration
Information and location of documents for insurance and registration.
Automotive: Services
Who has been servicing the vehicles, dealership, person and contact info.
Automotive: Maintenance
High level maintenance tracking would be helpful.
Automotive: Vehicles
VIN, make, model, motor, and other details needed in a sale.
Financial: Taxes
Digital copies of taxes can be stored. Identifying physical location of docs.
Financial: Investments
Great detail should be provided here, so there are no interruptions.
Financial: Employers
Identify current and past employers, for benefits, pensions and 401K.
Financial: Subscriptions
So many subscriptions could be draining bank accounts, identify all.
Financial: Loans
Current and past loans and all the details needed to manage.
Financial: Credit Cards
Current and past credit cards for access, balance and record keeping.
Financial: Banking
Checking, savings, route numbers, account numbers, contacts and so on.
Personal: Funeral
How you would like your end of life service and services, all the details.
Personal: My Wishes
Beyond the Will; what are your wishes for the end of life.
Personal: My Thoughts
An opportunity to share your thoughts on your life. You can go deep here!
Personal: People
There are people unknown to your family, but are important people to be notified.
Security: 2FA
Two-factor authentication for enhanced account security.