|
Start here
Once you have registered for your Profile Portfolio you can start storing information.
This information can be anything you like and securely store all the important details about your estate.
When saving details we recommend that you only put reminders of important information and don't leave details such as pin numbers and password.
Typically people using the free profile portfolio will store information like:
"My will is held with Bingham Bates solicitors on the High Street Oxford. Their number is 01234 567890 and ask for Alistair Biggins"
"I have a life insurance policy with the Norwich Union; the policy number starts with NU458- and is registered in the name of Dr. J. R. Hartley"
"I have several premium bonds account number starting 9874"
"The contact details for my next to kin are 01234 567890 – Janice and Paul Redman"
The system is designed to be flexible so you can securely store any information you want.
Once you have signed up for a free secure portfolio, why not sign the fully virtual trustee system for just $59.99* (£34.99) in the first year and just $29.99 ( £14.99) each year thereafter.
By joining the full system you can set up trustees to your account so they can ensure your estate is managed the way you want it to be. You can also send unlimited voice recording to your tailored distribution list before and after your death.
CLICK HERE TO JOIN US NOW
|