• Gather and organize all personal documents
• Create a list of locations and access codes to assets (safe deposit box, investments, etc.)
• Compile a home inventory list including valuables
• Compile medical information (card numbers, medications, immunizations, etc.)

• Scan important legal documents/ lists into an electronic format
• Scan photographs into electronic format
• Provide copies on portable media such as CD-Rom or flash-drive
• Data entry into third-party personal health records (where available).

For your convenience and for the security and confidentiality of your documents, all work is performed on the client’s site.

Why should I digitize my important documents?
Today’s seniors are mobile and sometimes live in multiple locations making the “grab-and-go” concept of recordkeeping an attractive solution. Also, residents in flood or other disaster zones could evacuate on short notice with their documents including treasured family photos on portable media.  Most importantly, family members or other individuals authorized to access your personal information would have ready-access to important documents all in one location.

What types of documents should I consider digitizing?
Insurance policies, deeds/titles, dual power of attorney, living will, health care directives; stocks/bonds certificates, investment statements, bank statements, tax returns, special photographs, jewelry inventory, military service records,  birth, adoption, marriage, divorce certificates and other life documents that are important to you and your family members.

Can I discard the original documents after digitizing?
Most original documents need to be retained in the original form and should be stored in a safe deposit box or other secure location. You can use the digitized copy for quick reference and easy access. Your attorney and accountant should be consulted for recommended retention periods for legal documents based on your personal circumstances.

How can I share documents with my family members or other authorized individuals?
There are many different formats that electronic records can be stored on such as CD-ROM, flash drive, or software that can be shared with multiple users.