One of the main reasons customers tell us they value myINFOSAFE, is that they know that if something was to happen to them, then their loved ones would be able to access all the information they need, in one secure place. This could be just when you are away from home on business or visiting friends, or could be in the event of a major illness or accident, or in the worst case, when someone passes away.
Just think about the scenario; would they know what insurance cover there is in place, would they know where your Will and other important documents are; do they know the details of your past health. and that of other family members; could they log onto banking websites so they can know what money is available and what bills need to be paid regularly; would they know what investments there and when they mature etc.
We have been researching Wills and estate management situations recently, and not only can it be a stressful and emotional time in dealing with the grief over the loss of a loved one, but it is often an expensive and time consuming process as well. It is clear to us that the process of administering an estate is completed much easier, and significantly less expensively, if relevant up to date information is available.
We encourage our customers to make sure someone you trust knows how to access myINFOSAFE in times of need. This can either be letting someone know where to find the password if needed, or by providing them a copy of myINFOSAFE with your information on a USB stick so that they can access in an emergency. You could even print out the relevant pages from myINFOSAFE and provide it to someone to keep in a safe place for when it is needed.
So take this as a reminder for you to go and check if you have all your personal information up to-date and that some one knows how to access it. It is surprising how key information can change overtime. You will also gain benefit from being able to access the information yourself when you need it.
No comments:
Post a Comment