Why The DocSafe

Organize and simplify your life.  Sounds good, doesn't it?  Imagine being able to locate your critical financial and personal information and files in one centralized location that is available to you anywhere in the world.  The DocSafe turns that into a reality for you.


Are you concerned that your family will not have immediate access to your estate plan in the event of an incapacity or at death?  Are you afraid that a tornado, hurricane or flood might destroy everything including your most critical documents?  Do you travel regularly for business or in service to our country as a member of the armed forces and worry that you will not have ready access to your important information?


The DocSafe's unique and easy-to-follow structure can greatly reduce, if not eliminate, these concerns.  All that is needed on your part is a little time to answer a few questions and to scan and upload your documents.  You can even give some of your loved ones and professional advisors read-only access to your information to that they, too, can view your information at anytime and anywhere.