Time is precious and fleeting

Your life's journey is amazing and diverse

We help you organize and secure your life’s information.

We provide peace of mind from knowing you have organized everything for those you care about most.

When you’re
organized,
they’re secure

Mission Statement

The Estate Key is dedicated to helping clients create a single and highly secure summary of your critical personal, legal, healthcare and financial information. We will help you through every step of organizing your own customized digital filing cabinet. You will have a secure and orderly place to store all your estate and life planning information-a plan that you can easily update as your life events change.

Privacy and security are essential. You will maintain the absolute ability to decide with whom you want to share and exactly what they can see. Furthermore, you will have an easy way to share critical information with next-of-kin, attorneys, financial planners, accountants and estate executors.

Most importantly, you will gain peace of mind knowing that you have left a detailed roadmap of information that your spouse, children and family members can easily follow to implement your wishes in the event of your death or incapacity. Your final gift to them will be a Life & Legacy well organized.

Don’t put things off.

%

Less than 40% of all adults have a Will or Living Trust.

%

Less than 10% of all adults have made any effort to organize their vital personal, healthcare, legal and financial documents!

%

Less than 50% of all adults have a Power of Attorney, Health Care Proxy or Living Will.

Privacy

Your privacy and security are essential. You will maintain the absolute ability to decide the information you provide and with whom you want to share that information. Furthermore, you will have an easy way to share critical information with your family, attorneys, financial planners, accountants and estate executors.

Digitized Filing

The Estate Key is dedicated to helping clients create a single and highly secure summary of your critical personal, legal, healthcare and financial information. We will help you through every step of organizing your own customized digital filing cabinet. You will have a secure and orderly place to store all your estate and life planning information-a plan that you can easily update as your life events change.

Security

Most importantly, you will gain peace of mind knowing that you have left a detailed, highly secure road map of information that your spouse, children, family members and trusted advisors can easily follow to implement your wishes in the event of your death or incapacity. Your final gift to them will be a life & legacy well organized.

Why do I have to get myself organized now, for my own death or incapacity?