Why do I need MYPORTFOLIOVAULT?
Many people receive training at school in handling business, economy, accounting, mathematics, science, etc. but very few are ever trained to handle everyday finances. Many people spend more time on planning for a holiday, a fishing trip or a wedding than on their own financial situation and future.
Death or incapacitation leaves family members in a state of grief. The Executor and Power of Attorney may be frustrated due to not knowing what to do, which may compound in a delay in action. Even an average, uncomplicated estate may take one to two years to settle.
MYPORTFOLIOVAULT.COM™ provides:
- clear identification of tasks for Executors and the Power of Attorneys
- managed access to all your personal information, consolidated in one secure place
- the invaluable opportunity and knowledge to manage your own affairs effectively and to clearly state your wishes regarding the management of your legacy.