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Your key information and documents are instantly accessible on any smart device.
Your online vault goes beyond the usual cloud storage apps. Providing far more than merely storing documents, we actually enable you to add explanatory text for each stored file, then securely encrypt it all … automatically. This means when you produce your exclusive Crucial Facts Report & Directory, all your information makes total sense whenever you or your loved ones read it.
Your vault has 10 high security protocols and, if you decide, you may provide limited access to your “trusted others”. (Actually, there’s an 11th protocol, which we keep totally secret.)
Your vault accommodates unlimited family members & related entities (trusts, etc). Multiple generations, multiple companies and enterprises are no problem. You can safely load them all.
Your Crucial Facts Report & Directory integrates all your content into one convenient report so that it makes complete sense.
Our “more than mere storage” solution to estate planning means you can record all your essential information and documents in your highly secure vault under the following headings:
- Documents and location
- Financial information
- Personal guarantees
- Insurance (life and general)
- Cash flow
- Important numbers
- Important people
Data entry is easy, simple, quick … and secure.
Facts Report &
Your Crucial Facts Report & Directory underpins your “prepared for anything” plan.
This unique feature delivers the critically important narrative of your estate. The software automatically integrates the key information you enter with the important documents you store – precisely what’s needed if you can’t be there to tell family members what they may desperately need to know.
In this way, your one click Crucial Facts Report & Directory is your family’s “prepared for anything” plan. Anything? Yes, anything, because although originally designed for estate planning, clients also use Now Sorted in case of contingencies such as fire or flood – everything is available now.
Your report is a PDF which you may share with the people you trust – key family members or a professional adviser such as an accountant, lawyer or financial planner. This way, even during times of unexpected emergency, you are always in control.