When it comes to major life events in your family, having the right documents on hand is critical. Staying on top of your family's health and finances means having a plan to prepare for the events you see coming, and the ones you don’t. Luckily, in the digital age, there are options that make storing, viewing, and sharing documents from your computer, tablet, or mobile device easy.
That’s where FidSafe® comes in. FidSafe is a safe, easy, and no-cost way to store, view, and share digital copies of your family’s most important documents. It’s quick and easy to get started – but first, read on to learn why you and your family should consider using FidSafe.
Plan for the future
Buying a house or car? Expanding your family? Saving for and managing retirement? All of these big life milestones mean you’ll have to consult and retain important documents – like mortgages, birth certificates, and financial documents. Even for something smaller but no less important, like filing your taxes every year, it’s smart to keep your documents safe and secure in one place where you can access them when you need them.
Plan for the unexpected
Get some peace of mind in the event of a natural disaster or other emergency – store documents you might need in one safe place, where you can access them even if something happens to your paper files or home computer. Things like insurance policies and a list of insurance contacts can go a long way in helping you prepare for the unexpected.
Plan for after you’re gone
If you’ve purchased a life insurance policy (and you really should consider it if you haven’t already), you’re already well on your way to making sure that your family will be taken care of. Another way you can ease the burden of an already difficult time is ensuring that your legacy documents are easily accessible to your family.
FidSafe offers a unique service that allows for your important documents to be accessed by a trusted designee when you pass. It’s called Sharing After Death, and you have complete control over your documents until the time of your death and assurance that a chosen loved one will have access to your critical information if something happens to you.
It’s secure. Here’s how.
FidSafe’s security and privacy measures are on par with some of the world’s biggest banks and financial institutions. You’ll have to verify your identity through two-factor authentication each time you log in. And, your data is encrypted end-to-end, with methods approved by the NSA and the US Department of Commerce; not even FidSafe employees cannot see or access what you upload, except when legally obligated. Translation? Breathe easy, your data is taken care of.
The best part is that it’s easy and quick to sign up at FidSafe.com, and you can get organized with FidSafe’s checklists of important documents you should consider storing. Want to give your employees easy access to FidSafe? See if Fidelity Health Marketplace is right for you.