Taking It Online
In this day and age, you do most of your work, communication, and even social connecting online – so why should something as important as your family, estate, and medical documentation be stored on paper, vulnerable to be lost, damaged, or destroyed? The more logical approach is to keep every important document that your family relies on for safety, legacy planning, and record-keeping online in a secure location where it can be accessed by your trusted inner circle and nobody else. That’s where a family digital archive comes in.
Storing Family Documents
Every family has certain important assets for which the consequences of loss or damage would be significant. For example:
- Legal documents, like wills and medical directives
- Financial documents, like bank and tax statements
- Retirement information
- Investment, rental, and business paperwork
- Insurance documentation and relevant photos
- Transcripts, school records, and contracts
It’s enough to fill several drawers, all of it crucial and sensitive. You might be an organized person with a file system that you trust, or you might admit that your document storage could be improved. Either way, paper just isn’t safe enough. It takes on the risk of theft, natural disasters, accidents, or even just being misplaced. Why, even a coffee stain wouldn’t be ideal.
At a Glance
Organization is crucial when it comes to important documentation. In the case of an emergency, you won’t have the time to dig through drawers and pull out folder after folder. Keeping your assets online allows you to have a 360-degree view of all of your uploaded files, letting you easily find whatever you need as soon as you need it. Reporting and auditing will be a breeze, and you can move things around with negligible effort.
With a digital archive, you can breathe easy knowing that all of your assets are safe. Online encryption and multi-factor authentication offer more security than any lock can – plus, there’s no risk of forgetting your code or losing your keys. And with the cloud, you can access your information from anywhere, meaning that it’s available to you even when you are not at home, where your physical documents would be.
In the event of a natural disaster, your papers might get burned or damaged by water, but your online archive will remain safe in the cloud. You’ll be able to access it from any place where you take shelter, any time that you’d like.
As we get older, the risk of medical emergency increases, and preparation is crucial. In addition to having medical directives like do not resuscitate forms prepared and ready, it’s important that this information can be accessed immediately, as during medical emergencies, timeliness can be a matter of life or death. With Clocr, you can assign your family members as guardians, so that they can access your medical power of attorney quickly and easily in case of an emergency.
Sharing is Caring
The people who you rely on, like guardians, caretakers, or delegates, to come to your family’s aid in moments of need, are a crucial part of family planning. But you might not be willing to give every person the code to your safe, preferring instead that different people have access to different materials and information.
With Clocr, you can have total control and flexibility over who has access to some, or all, of your digital assets. That way, in case of emergency or incapacity, you’ll have the peace of mind knowing that your assignees can easily access your most important information and documents as per your wishes.
You’ll also be able to designate beneficiaries who will be able to take over your account if something were to happen to you. This offers an easy, no-fuss transfer of every important document directly to the people you choose, making sure that everything ends up in the right hands.
Further, you’ll also be able to be assigned as a guardian or assignee to other people’s accounts, giving you a quick and easy way to track and access wills and medical proxies entrusted to you by those who rely on you.
A Will, A Way
The importance of a living will is undeniable. In the unimaginable, but inevitable, case of death, it’s crucial that your family is provided for and your estate answered for. Taking the first step of creating a will is critical, but it doesn’t end there. Your family needs to know how and where to access your will should the time come. The last thing you want is for them to feel lost, searching for a will they can’t find, when they are in the midst of grieving. Storing your will in the cloud, and giving your family digital access, means that they will be provided for when it’s most important.
Furthermore, having your living will online drastically simplifies the cumbersome process of updating your will to accommodate all of your changing assets, including the online ones. This allows you to be proactive, making sure everything will be properly arranged as soon as the need arises.
Protected and Prepared
Let’s be honest. We’re all getting older, and we can’t predict what is going to happen in the future. Both our children and our parents are relying on us to help keep track of all of the assets that accumulate over the years. Managing your family estate, as well as protecting your own, has to be a priority.
Ultimately, family and estate planning are all about making sure things will be taken care of in the event of an emergency, giving you key peace of mind. Using a digital archive lets you be certain that all of your information will remain in one safe place, tying together estate planning, legacy planning, document management, and account disbursement. You’ll never have to worry about forgetting or losing track of something important again.