Traditionally, if you were concerned about protecting your critical documents and information, you were limited to physical storage in your home, safe deposit box or a trusted advisor’s file/safe. This approach has proven adequate in the past, but the increased speed in which we live today demands a new approach that permits access anytime and anywhere of these documents.
The DocSafe was created by a Florida estate planning attorney and a Wisconsin certified public accountant who recognized the need for this new approach in their practices. Many of their clients either were snowbirds or retired to Florida, while their adult children remained in a northern state. Because of this physical separation, they expressed concern about the quality and speed of their medical care should they become disabled. Today, they can confidently use The DocSafe to maintain their critical and most important documents so that their loved ones can help them quickly and efficiently.