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Organize Your Life

Achieving Clarity and Control

Establising your command center involves thoughtfully compiling and documenting all your critical personal, financial, and material information to ensure everything you need is secure and instantly accessible. By centralizing important documents and making your day-to-day data clear, you gain immediate peace of mind and significantly ease the burden on yourself and your loved one. The information is there when you need it!

The Coop has distilled this process down to the essentials to ensure you are in control of your data and ready for whatever comes your way. Here’s how you can elevate each aspect of your information management:

Stay Ready, Stay Steady
Be prepared for anything life throws at you, from natural disasters to medical emergencies. Stock up on essentials and know your action plan.
Money & Health Vibes
Take charge of your finances and health. Build that emergency fund and keep your medical records up-to-date for peace of mind.
Digital Zen

Declutter your digital world. Organize your files, emails, and online presence so everything important is just a click away.

Future-Proofing
Get your estate in order. Create a will, set up power of attorney, and make sure your end-of-life wishes are known.

The Electronic Guardian is your digital safe deposit box

Are you ready to move from managing to mastering? Let’s get started!

Which category of information—from finances to key identification—do you want to tackle first? The Coop provides a secure, guided, and comprehensive solution path for everything you organize.

Centralize Your Docs
  • Will & Estate Plans: Keep your will, living trust, and estate planning documents in one place.
  • Power of Attorney: Select someone to make decisions if you can’t.
  • Health Care Proxy: Choose a person to handle medical choices for you.
Money Matters
  • Bank Accounts: List all your accounts with numbers and bank contacts.
  • Insurance Policies: Include life, health, home, and auto insurance policies, details, and beneficiaries.
  • Investments: Document your stocks, bonds, and retirement accounts.
  • Recent Tax Returns: Keep the current 3 years of tax returns.
  • Business Agreements: Include contracts on equity investments or ownership positions.
Personal Details
  • ID Docs: Keep copies of your birth certificate, social security card, passport, and driver’s license.
  • Marriage/Divorce Certificates: Include these if they apply.
  • Medical Records: Track your medical history, medications, and doctors’ info.
  • Pets: Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:8.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:12.0pt; font-family:"Aptos",sans-serif; mso-ascii-font-family:Aptos; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Aptos; mso-hansi-theme-font:minor-latin; mso-font-kerning:1.0pt; mso-ligatures:standardcontextual;} Don’t forget your furry family members! Include your pet’s name, age, vet and guardian info, health and diet needs, plus any additional important information.
Online Life
  • Password Manager: Use The Electronic Guardian to store all logins, passwords, etc.
  • Digital Assets: List your social media, email accounts, and online subscriptions, including both logins and passwords
Property & Physical Assets
  • Real Estate: Include deeds and titles to any property you own, manage, or generate revenue from.
  • Vehicles: Document titles and registrations for your rides.
  • Personal Property: List valuable items like jewelry, art, and collectibles, and appropriate insurance policies.
For Your Loved Ones
  • Funeral Plans: Specify your wishes for the big send-off.
  • Contact List: Provide a list of people to notify, including family, friends, and professionals like your lawyer or financial advisor.
  • Cover Letter: Write a letter outlining what’s in your documents and any immediate steps.
Keep It Handy

Store all documents and information in The Electronic Guardian’s Digital Vault (aka The Coop).

  • Shared Access: Ensure that your identified designee(s) know where to find these documents and how to access them upon an emergency or your passing.
  • Annual Reminders: Review and update all information annually.

By taking these steps, you secure the control necessary to perfectly steward every milestone, no matter how big or small, of your life.

Get the Electronic Guardian Digital Safe Deposit Box Today!

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