1. Sign Up
Break the inertia! Start small...
Many people struggle to begin creating their estate plan and risk management solution out of a feeling of inertia. There is a fear of needing to complete everything at once, or that it is just too much to tackle.
Let ZokuVault help you break down this barrier. Sign up and get started.
Ask your trusted professional advisors to assist in populating your ZokuVault. If you work with Insurance Brokers, Financial Advisors, Trust and Estate Attorneys, or Accountants, etc. as part of your personal solution, engage them to assist you in uploading documents and information into your ZokuVault. It will be beneficial to both you and your advisor, and your Vault and Estate Plan will be closer to complete!
2. Enter Your Contacts
Simply identifying the most critical 4 or 5 contacts that you and/or your family should call in times of trouble is 50% of the battle. Quickly enter them into ZokuVault. Then load in the people you want to inform, including your family members.
3. What do you need to find?
Upload key documents and detail your most important information. ZokuVault makes it easy to upload and store your:
- Wills, Trusts and Legal documents
- Financial Information
- Insurance Policies
- Tax Information
- Healthcare Choices
- Final Wishes
- Web Accounts
4. Share this information with those that need to know
Now that you have your critical information entered, make sure to get it into the hands of those that need to know. Utilize ZokuVault's secure, managed sharing functionality and you will be off to a great start.
Now take a deep breath and chip away at the rest over time. Before you know it, you will have your desired estate plan.