David Harris knows first-hand how stressful tracking down life insurance policies, wills, burial plans and other estate-related information can be. Following the death of his stepmother, Harris recalls trying to help his grieving father locate some of these important documents. Harris himself was diagnosed with cancer a few years ago and told to get his assets in order. While dealing with all the other stresses that come along with such a diagnosis, he searched for some kind of electronic service or product that would allow him to keep his estate information in one place and have it distributed to his loved ones.
“When I was told I had 12 to 18 months, I began to look for what was available to get my assets in order. … there was nothing in the marketplace that offered a secure environment that allowed me to be able to store my information and then pick whom I wanted to receive my information,” he recalls.
