Thursday, January 15, 2015

Estate Planning - A Tough Sell

It's extremely hard to sell services that make people think of death.  That's why it's tough to sell estate planning services.

It's the 21st century and many things have changed. But one thing that has not changed is death.  The death rate for humanity is 100% and will likely remain that percentage for the foreseeable future. Yet, although people should be knocking down the doors of professionals who can help them plan for their asset distribution when they die, the opposite is true. states that approximately 55% of Americans don't have a will or an estate plan. 

Tuesday, January 13, 2015

Calling all Pet Lovers!

We love families here at SafelyFiled. It is out of our love for families that we created SafelyFiled and SafelyMD.  It's not pleasant thinking of our mortality but we do need to be proactive about gathering, storing and sharing our important records and final wishes.


But there are members of the family that we've not taken into consideration to this point and have been encouraged to do so by our friends and families.  The family pets!

Wednesday, January 7, 2015

Time Capsules and Back to the Future

Over 200 years ago, Paul Revere and Samuel Adams buried a time capsule in Boston which contained five folded newspapers, a Massachusetts commonwealth seal, a title page from Massachusetts colony records and at least 24 coins. 


This time capsule was originally discovered in 1855 in a cornerstone of the Massachusetts State House while repairs were being done.  But it was left there and only recently opened and contents carefully gone through.

Do you wonder what Paul and Sam were thinking when they put the contents in that time capsule? Could they have even begun to imagine what technology would be in America today?

Tuesday, December 30, 2014

Just Start!

"I have so much to gather together and get organized it just seems overwhelming!  I know I need to do it, not just for my own sake, but for my family's.  I just can't bring myself to get started."

Does this sound like you?  Have you ever said this to yourself or to someone else?  I have.  I've said it many times over the past decades. Yes, decades.  That's how long it has weighed on my mind that I needed to be responsible and get my records and important documents in some semblance of order but always found excuses. 

A few years ago I overcame the excuses.   Maybe because I hit a certain birthday milestone which is when many of us realize we are mortal after all. Or maybe it was because my own Mother reached a milestone and I'm the executor of her estate.   If something happens to Mom who lives 800 miles away from me, and I'm responsible for taking care of her estate, where would I start?  

I talk to many people about SafelyFiled and why it exists.  Between the medical and prescription tracking feature and the ability to have all of your records and final wishes in your wallet, yet secure, they really understand the need for it. However, the excuse I hear most often as to why they don't follow through is the same excuses I made above.  "I don't know where to start and it's overwhelming".

Thursday, December 4, 2014

Keeping Track of Your and Medicare Insurance

49,000 emails  


Yep, that's what's in my inbox - including emails and other documents confirming my health insurance coverage and giving special instructions.

In the past, I've tried finding something I got 6 months earlier by doing an email search on "health insurance."  You know how that goes.

I start Medicare in January.  And in January my wife will have her own health insurance policy, not one with my name on it.  So now we have two policies to keep track of.  The coverages haven't even started and I'm getting inundated with confirming emails, instructions and documents to download.  Later this week the mailbox on the curb outside the house will be full of paper confirmations.

There's got to be an easy way to keep this under control.

Monday, November 17, 2014

Private Labeling With SafelyFiled

Did you know that you can private label SafelyFiled with the Pro and Pro Lite versions at no extra cost?  Other comparable services charge a lot for that feature.


If you're a SafelyFiled Pro Lite or Pro user and you assist clients with documenting, storing, and accessing important records and documents, you can put your name in front of them every time they access their records.

Friday, November 7, 2014

Thank You Veterans!

Thank you seems like such inadequate words to express our deep-felt appreciation for our military members. Whether you're on active duty, in the reserves or guard, or a veteran, we want to thank you from the bottom of our hearts and from our wallet.

I know from personal experience the sacrifices that military members and their families make for our country's freedom. Veteran's Day is always a great reminder that we need to take the opportunity to publicly express our deeply felt gratitude to our nation's defenders.