Cary Estate Planning is introducing a new way to secure your online documents. In October, the firm released a new, ultra-secure platform, CEP Secure Client Vault, for new and existing clients to organize, store and protect online documents.
The platform, powered by My Life & Wishes, offers military-grade protection for documents like Wills, Trusts, account numbers, passwords, care plans, and other vital information. An exclusive service, CEP Secure Client Vault allows users to grant access to someone they trust while maintaining control over that person’s access.
In Cary, NC, existing clients can expect to snag this service for as little as $250 for one individual or $400 for couples. And new clients can expect immediate access to this platform as a part of any new estate planning service.
My Life & Wishes is an industry-leading digital storage firm with an A+ rating with the Better Business Bureau. Cary Estate Planning expects the new-found partnership to greatly benefit Cary, NC, residents when making their estate plans.
Securing your online documents and digital assets is of the utmost importance in today’s world. And when it comes to creating an estate plan, you want to ensure that those documents are protected but also easily accessible to the right people when the time comes for probate or estate administration.
Cary Estate Planning solves this enigma by providing a convenient, one-stop location for all of your important documents and digital assets. The platform also serves as a backup resource in the event of a natural disaster or if you are otherwise unable to access your paper files.
Clients can include documents like:
Financial Power of Attorney
Healthcare Power of Attorney
Healthcare Consent for Minor Children
Online usernames and passwords
The team at Cary Estate Planning understands how daunting estate planning can be. They’re taking steps to simplify it by offering industry-leading tools and services to help clients make the best decisions for their future.
About Cary Estate Planning
Cary Estate Planning is a five-star estate planning firm in Cary, NC. The firm focuses on providing authentic, compassionate estate planning and administration services for its clients while giving back to the community. For more information, visit the Cary Estate Planning website or visit us at 155 Parkway Office Ct STE 200, Cary, NC 27518, United States.
About Cary Estate Planning
Cary Estate Planning is a North Carolina law firm that specializes in Estate Planning and Elder Law. Wills, trusts, probate, estate administration, special needs planning, and Medicaid planning are some of the common things they help their clients with. For more information on how they can help you or your loved ones, you can visit their website.