The death of a close family member or friend can be a traumatic time for those left behind. However, for relatives asked to act as executors, the position can be even more stressful; not least because of the difficulty in finding key documents and other information relating to the estate of the deceased.

Avoid a Stressful Situation

The death of a loved one inevitably means finding many important documents – from their Will to bank account information, life assurance documents to pension policies and certainly details of all the assets they own.

In the UK, it is estimated that there are many tens of billions of pounds in unclaimed financial assets, such as investments, insurance or pension policies, and this situation is replicated for monies held by banks on behalf of policy holders who have died.

Unfortunately, given most families have no knowledge of these assets or accounts, the monies left in them will go unclaimed.

My Safe Place overcomes these issues. It is a simple, safe and totally secure way of recording your financial and personal information so that you can better manage your affairs in life and your Executor has a full understanding of your estate.

It means unprecedented peace of mind: you can safely store details of your bank accounts, credit and debit cards, mortgages and other loans, investments, insurance policies, pension plans and even your regular monthly subscriptions – all of which need to be managed on your death.

Critically, your personal and financial data are stored on your own personal computer, i.e. not on the internet, so eliminating the risk of this critical information being hacked and stolen.

Making Your Life Easier

My Safe Place allows all of your financial and personal information to be recorded and stored securely in one easily accessible location.