Life Organization Planning Vault
Peacefully helps those looking to plan ahead with a digital vault to organize all of life’s important details. This includes everything from documenting healthcare wishes, to organizing financial accounts and valuables, to instructions on how to care for a pet.
Peacefully’s vault includes:
- Assigning Deputies: Members can share their plan and set additional permissions on who may access their account
- Create Legal Documents: Create or upload a legal estate plan
- Financial Assets: Make sure the member’s loved ones know where their money is
- Critical Healthcare: Make sure the member’s medical team has the information they need to take care of and honor the member’s wishes
- Real Estate & Property: Record real estate, vehicles, storage, and business information
- Dependents: How to care for loved ones that depend on the member such as children, pets, or other adults
- Personal Information: Document personal information to save the member’s loved ones’ time on forms
- Digital Accounts: Protect online accounts, devices, photos, and more
- Recurring Expenses: Determine what services to transfer or cancel to prevent ongoing bills and charges
- Funeral Arrangements: Coordinate the necessary arrangements for the funeral, including local cost estimates
- Veterans Benefits: Make sure the member’s loved ones can collect applicable benefits and know their service history
- Making Peace: How to cope, find meaning, and leave something behind
Peacefully also provides expert guidance: their team will be there every step of the way to answer questions.
Learn more about Peacefully’s solutions
Talk to one of our CUNA Strategic Services alliance managers to learn more about Peacefully. We’ll help you identify and evaluate the best solution for your credit union.