Why Secure My Treasures Is Your Secure Document Safe
Examples Of How Clients Use Secure My Treasures
Before You Can Set Up Your First Chest
Take a load off. Share the care of elderly parents
It’s tough looking after your elderly parent while also caring for your own kids. Secure My Treasures cuts the running around and frantic searches for urgently needed information. If you are an authorised trustee, your parents can give you secure access to all their important information, such as copy of or the location of wills, advance care directives, home care agreement, bills to be paid, photos etc. Wouldn’t that make life easier!
Track down lost superannuation and investments quickly
We hear this all of the time. “We wish that we had known about those shares earlier.” Most people don’t know how or where to start looking for lost wealth. Overtime, many investors lose track of the companies that their share holdings are . That becomes a nightmare for Executors and others who are involved in settling an estate. When you store your investment information on Secure My Treasures, you can also leave a detailed message with the information needed to find your wealth immediately. Find out more here
Need to evacuate? Have what’s important waiting for you on the other side.
There’s nothing more stressful than having to run for your life from a fire, flood or some other natural disaster. Many people who try to grab their valuables and go, pick up the wrong items in panic. No matter where we live, we should have a disaster plan. You never know what might happen in the future, Right? So, you’ll find it pays to store photos of every room of your house, your outbuildings, vehicles, insurance policy etc securely on Secure My Treasures. Find out more here
Who needs to know your last wishes
Don’t leave family and friends to guess your last wishes at the end of life. Advance care directives are a great way to ensure that your loved one’s understand your wishes for your future health care needs. Store a copy of your advance care directive on Secure My Treasures. There you can also securely upload additional detail like who is holding the keys to the house or car and how to contact them if access is required for some etc
Create your advance care directive here: https://www.advancecareplanning.org.au/create-your-plan
Live alone? Help is at hand with Secure My Treasures
“No one would know how to contact my relatives if I was taken to hospital.” Yes, they would if you make a friend or neighbour a trustee to access specific information on Secure My Treasures. You can store information that will help your trustees to help you eg who needs to know that you are in hospital. when to water the garden, what to feed your pets etc.
Back up your travel information on Secure My Treasures
It’s many people’s worst fear to lose their passport, visa, money, travel insurance policy or personal belongings when they are a long way from home. Upload copies of all of your travel information on Secure My Treasures. That way, someone at home can help you to report and to start the process of replacing that lost information. Travel safe. Travel with Secure My Treasures.