We all have important documents that reflect where we’ve been (birth certificate) and where we are headed (trust & will). Although these documents and their directives are essential, we find that oftentimes clients cannot easily access them or are underprepared. Like everything else in life, these types of documents are most needed when you least expect it – you’re traveling in a faraway land, you’re not home and need to access a copy your birth certificate, or, in a worst case scenario, when you’ve lost a loved one. In preparation for these types of situations it is a great idea to gather all of your important documents, organize them and make them easily accessible. This is where LifeCase becomes a solution, by securing these documents for access from anywhere.
- Social security cards, birth certificates, and marriage certificates
- Current financial account statements
- Current credit card statements
- Tax returns
- Insurance policies
- A list of passwords
- Wills and estate documents
- Health care powers of attorney and directives
- Financial powers of attorney
Your documents are securely stored in a secured cloud folder powered by Citrix ShareFile. Once you gather your documents, our team will help you securely login and manage this service. Citrix is a secure data management company that securely manages files for companies like Well Fargo, UBS, and NASA. This service uses bank-level encryption to protect files in transit and while at rest. If you have any questions regarding this service or cybersecurity at Main Street Research, please don't hesitate to reach out.
You are now leaving the MainStreet Research LLC (“MSR”) website and will be entering the LifeCase website. Lifecase is a secure document retention site and is not affiliated with Main Street Research LLC. The LifeCase subscription service is provided free of charge. This link will bring you to a third-party website, owned and operated by an independent party over which MSR has no control. Any link you make to or from the LifeCase website will be at your own risk. Any use of the LifeCase website will be subject to and any information you provide will be governed by the terms of the LifeCase website, including those relating to confidentiality, data privacy and security. Unless otherwise expressly agreed in writing, MSR is not in any way associated with the owner or operator of the LifeCase website or responsible or liable for the goods and services offered by them. MSR does not endorse or approve and makes no warranties, representations or undertakings relating to the content of the LifeCase website. In addition to the terms stated in MSR's Important Legal Notices, MSR disclaims liability for any loss, damage and any other consequence resulting directly or indirectly from or relating to your access to the LifeCase website or any information that you may provide, or any transaction conducted on or via the LifeCase site or the failure of any information.