• null

    Wallet

    Name, address, phone and email, SSN, citizenship, birth certificate, passport

  • null

    Finance

    Bank accounts, credit cards, loans, retirement fund information, investments

  • null

    Health

    Doctors, allergies, medical and immunization records, surgeries, pharmacies

  • null

    Family

    Important info for spouse, children, parents, siblings and/or staff members

  • null

    Legal

    Power of attorney, health care proxy (last wishes), will and testament, trusts, estates

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    Real Estate

    Mortgages, leases, deeds, blueprints and plans, land ownership

  • null

    Insurance

    Claims and member IDs for health, disability, auto, homeowners, specialty, corporate

  • null

    Collections

    Photographic records (fine arts, jewelry, stamps, coins, etc.), appraisals, product registrations, warranties

  • null

    Vehicles

    Cars, trucks, motorcycles and other recreational vehicles (RVs), boats, bicycles

  • null

    Pets

    Health and immunization records, veterinarians, prescriptions, kennel/boarding instructions

  • null

    Memberships

    Gym, beach club, airlines, store cards, associations and clubs, alumni

  • null

    Storage

    Safety deposit, garage, storage unit, boat yard

     

  • null

    Custom

    Add your own custom category (ex: wedding planning, moving homes, etc.)

“Now I can track my family’s information in one place. And, Jazmine alerts me before items expire, so, I can take action right away!”

– Greg D. Member since 2013

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