A Trustworthy Certified Expert is assigned to your account to ensure you have a REAL person to reach out to with questions or for assistance. Your Expert can do the research for you if you need to obtain or replace  documents such as a birth certificate or marriage license. Do you need help finding an attorney to create a Will or Trust? An Expert can help with that as well.

Our Platinum plan includes the option to have your Expert fill out your account for you. Once given access, your Expert will move your documents into your account and you will gain a whole new level of organization and ease of access.

Your Expert is available to help you achieve your goals of being organized and prepared.  Click here to schedule a complimentary consultation.