LifeStats™

Managing Your Personal & Digital Assets

LifeStats is a proactive planning tool that allows you to keep track of your data in one place; so that you are ready when a “Life Incident" (sickness, accident, or death) happens.  Easy to use, this handy tool augments your estate planning, providing peace of mind and easy access to your personal and digital assets.  Ask About LifeStats for Your Company/Employees/Clients & Families.

Research 

• 10,000 Baby Boomers turn 65 Daily
• 42% Don’t Have Enough $$$ Retirement
• >60% of Boomers Do Not Have Will/Trust/Estate Plan
• 2016 SC Enacted Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)
• Allows designated individuals legal access to your digital assets​

Are You Prepared?

• Have You ever Forgot Your Username & Password?
• What is the Name and Where are Your Personal Assets?
• Would Your Loved Ones Know How to Help You?
• When a “Life Incident” Happens?
• We are Taught to Protect Ourselves Against the “Bad Guys”  

Who and How Would Someone Help You?

What’s Your Plan?​

• Will/Trust/Estate Plan
• Digital Assets
• Personal Assets
• Where Are They Located?

All Plans Need to be Documented!

Personal Assets

(Where is my stuff?)

• Safety Deposit Box
• Social Security/Drivers License #
• Healthcare Information
• Automobile Information
• Insurance
• Financial/Bank/Loans
• Will/Trust/Estate

• Power of Attorney
• DNR Agreement
• Church/Clergy
• Pet/Vet
• Military/Veteran/DD 214
• ​Memberships/Clubs/Alumni
• Collectibles/Heirlooms
• and more!!!

Digital Assets

Usernames & Passwords

• Smart Phone
• Computer
• Email
• Bank/ATM
• Investments

• Social Media
• Insurance
• Auto-Pay Bills
• Cloud
• and more!!!

Communities & Senior Centers​

• Provide a customized LifeStats to every resident and employee. 
• Include in the move-in package, as a gift and welcome. 
• Create 2-3 activities in your communities to help and work with residents and employees to fill out the LifeStats booklet. This ensures they have filled it out and will benefit from doing so.
• A great differentiator! 

Companies/Human Resources

• Provide a customized LifeStats to every employee and client, as a thank you. A beneficial tool to help organize their lives and peace of mind.
• Create an event(s) that reinforces your company’s great culture
• Create follow-up meetings for employees at all your locations. Encourage them to fill out their LifeStats. Make a scary topic fun and up beat!
• A great differentiator!