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
When your Executor is trying to track down lost shares, investments, insurance policies and superannuation
We hear this all of the time. “We wish that we had known about those shares earlier.” The problem is that most people don’t know how or where to start looking for lost wealth. And many investors lose track of the companies that there share holdings are with overtime. When you store your investment information in a Chest on Secure My Treasures, you can leave your Executor or trusted loved ones a detailed message with all the information they need to find your wealth immediately.
Find out more here
When your evacuation kit needs a digital boost
Stella fled the fires as they bore down on an Australian outback town with just the clothes on her back. Her lovely home was now little more than a red brick chimney that marked the whereabouts of the charred remnants of her life. There wasn’t much left. All her identity documents, insurance policies, mortgage contract, other loan documents, her jewellery and her father’s precious war medals were in cinders.
Fortunately, Stella subscribed to Secure My Treasures where she had uploaded copies of all her now charred documents and photographs that also included her jewellery and her father’s war medals. Using a friend’s lap top, Stella signed into her Chests in Secure My Treasures verifying her identity with her drivers license and a selfie. She then downloaded the photos she’d taken of her home both inside and outside including every room with its contents and outside sheds and fences. She also downloaded photos of her jewellery. Copies of her ID, insurance policies, rate notices etc helped to provide evidence to replace the originals and to submit her insurance claims.
Secure My Treasures helped Stella to pick up the pieces and start on the road towards rebuilding her life.
Find out more here:
https://www.securemytreasures.com/tips-for-evacuating-and-recovering-from-natural-disasters/
When you need your last wishes to be known
Sydney arrived in palliative care with end stage melanoma. He knew that he didn’t have much time left. Sydney had long grown apart from his family who lived in New Zealand’s beautiful Bay of Plenty region. Over the last couple of years he’s relied on a few close friends to help him out with specialist visits, treatment and shopping. Sydney’s friends were regular visitors to his bedside. With his medical team, they helped him to organise his advance care plan. He had a will but he wasn’t quite sure where it was. Sydney was adamant that his last wishes should be honoured. On his last day, he wished for his golden retriever to join him on his bed. He specified the clothes that he wished to wear to his funeral party. He wanted everything to do with the end of his life to be upbeat and to reflect his early life in New Zealand including funeral music by Dragon and Crowded House. He was also adamant about how his belongings should be distributed.
Sydney stored all of this information about his last wishes, celebration of life and how all of his belongings should be distributed in Secure My Treasures Chests. He authorised his trusted friends to access that information after his death. In the Chests on Secure My Treasures, he left a personal note for each of the trustees. With a description of his belongings, Sydney provided detailed instructions on they should be dispersed. These included the name of the recipient, a personal note to each recipient and their contact details. He even left some clues about where his executors might look first for a copy of his will.
How organised was Sydney!
Footnote: Everyone should have an advance care plan uploaded to the Australian Government’s MyHealthRecord. Keep a copy in your Secure My Treasures Chest for your Trustees’ immediate access. Create your plan here https://www.advancecareplanning.org.au/create-your-plan
When you want to help your parents to remain independent
Alison and Gary had lived all their married lives in the home they bought together. Now, heading into their late 70s, Alison and Gary were adamant that they were healthy and fit enough to stay in their home. Their three adult children didn’t quite agree. They saw that their parents were becoming less agile, increasingly frail and their frequent slips of memory were unmissable.
With their children’s assistance, Alison and Gary subscribed to Secure My Treasures. There, they uploaded their financial details, a list of the locations of their properties, share portfolio and their end of life plans into the relevant Chests, making each other Trustees. That meant that, at this time, only Alison and Gary and no one else could access this information. This gave Alison and Gary a sense of independence and freedom. They felt in control of their affairs. Though, Alison and Gary did agree that when the time came, they would add their children as Trustees of these Chests.
Alison and Gary wished for their children to be actively involved in helping them with the running of their home so that jobs that mattered didn’t fall through the cracks. In Secure My Treasures, Alison and Gary created a group of Chests with their children as Trustees that held information about doctors appointments, due dates for bills, schedules and contact details for all the contractors who visited the house such as their hairdresser, gardener, food deliveries and cleaner. That way, Alison or Gary or any of their children could check whether, say, the gas bill was due or had been paid.
Alison and Gary considered that by encouraging each of their children to act as a Trustee, each would feel that they were making a positive contribution to supporting their parents.
When Alison and Gary did need help to manage their home care package, they created a new Chest and assigned their eldest child as a Trustee. He could then access the home care agreement uploaded to Secure My Treasures.
When you are alone
Mary has always lived alone. She is fiercely independent and very practical. Mary is one of those people who believes that the best way to get something done is to do it yourself. As she has grown older, Mary has come to realize that one day she may need some help. What if she had a fall at home? Who would know?
Mary subscribed to Secure My Treasures and set up a Chest that she named Home. She authorised her neighbour, Phil, to become a Trustee of her Home Chest. That meant that, if necessary, Phil could access Mary’s Home Chest on Secure My Treasures and he could quickly find the location of her hidden spare house key. On the Home Chest, there is a space to include a special message for Trustees. There Mary has outlined specific circumstances when Phil may enter Mary’s home to check on her. These include when Phil hasn’t seen Mary in the yard for a couple of days and/or all the house lights have been left on continuously.
Mary also created one Chest each for her doctor and lawyer to access as a Trustee. These Chests are named “Doctor in an Emergency” and “Lawyer in an Emergency” respectively. This is Mary’s way of ensuring that her next of kin can be contacted if anything ever happened to her.