How many times have you said something along the lines of “they would be so lost if something happened to me?”
I have said that many times about my husband, and it’s a really bad feeling. We share household tasks pretty evenly, and I tend to be the CEO of the house. I keep up with appointments, contacts, bills, and important documents.
If something happened to me, he wouldn’t have a clue how to pay our bills online. I’m not picking on him. He’d tell you the same thing. (To be fair, I wouldn’t have a clue how to start the lawn mower, and I wouldn’t be tall enough to change the air filters, even on a ladder, but we’re not talking about those things today.)
I’ve helped clients create binders of important information, but I’ve always been curious about a digital resource to store this type of information.
I was so happy to make the connection with Jaclyn Strauss, founder of 2nd Vault. Her near-death experience made her realize that her family would also be lost without her (even outside of the obvious emotional challenges), and she decided to do something about it.
I am so excited to introduce her to the membership, so she can teach us how we can all be better organized.
Jaclyn is going to teach us what documents can be stored digitally and what documents need to be the original, physical document.
Not sure what’s important? She’ll tell you!
We’ll talk about insurance policies, advanced directives, immunization forms, birth certificates, trusts, wills, power of attorneys and more!
It’s not the most fun task, but I guarantee a weight will be lifted off your shoulders when it’s handled.
I’m so excited to learn from Jaclyn and share this knowledge with clients.
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