It’s tough to grieve when a loved one passes unexpectedly, but it’s next-level stressful if you don’t know where your loved one’s important documents are. Burial plans, mortgages, car titles, insurance policies, social security cards - not to mention passwords to utility websites and phone plans - the list of important information you’ll need feels endless! This makes it a struggle to plan a funeral and close your loved one’s affairs while you’re grieving.

Leslie Frazier provides a solution to this issue with My Personal Dox. This is an online document storage website that organizes documents into 9 categories that each have their own checklist. Inspired by Leslie’s own personal experience with her uncle passing away due to an accident, My Personal Dox helps families reduce stress during the loss of a loved one.

With My Personal Dox, you can upload all your important documents in a safe, secure platform and leave notes. You’ll also choose up to five family members who will gain access to this information now or in the future and leave notes and helpful contacts if something happened to you. Leslie created this tool with her 82-year-old mother’s blessing, ensuring it is simple and user-friendly for any age.

Topics discussed:

My Personal Dox (Documents)

Document management and organization

Handling loved ones’ affairs

Closing accounts

Funeral preparation

Estate planning

Checklist when a loved one passes

Takeaways from this episode:

-There is an alphabetical inventory report to see everything added to My Personal Dox. Scroll down the list to find a particular item, select it, and you’ll be taken to the folder with relevant information.

- There’s a contact module (“Rolodex”) where you can add contact information for your bills, your insurance agent, etc.

- You can choose whether to give your loved one's access today or in the future. If later, there’s a process where your chosen family member will submit third-party information to gain access.

- My Personal Dox is encrypted with servers behind firewalls monitored 24 / 7. It’s a trusted, verified site.

- My Personal Dox offers a free account, but there’s also a monthly and annual plan. With the annual plan, you can enjoy 10% off. All options are economical – and worthwhile in assisting your loved ones.

Save an extra 5% on an annual plan (on top of existing 10% off):

Use code AISPODCAST*

*The code also gives you 5% off the monthly plan up to 12 months, if you choose to go with the monthly plan.

Resources discussed:

Resources mentioned in this episode:

Get a free My Personal Dox account and view different plans:

https://www.mypersonaldox.com

https://www.linkedin.com/in/lesliefraziercpa

Watch an overview of My Personal Dox:

https://youtu.be/_0k6-4ibHZA 

039. Getting Organized! Creating a Binder Of Essential Documents for aging parents

https://www.loriwilliams-seniorservices.com/aging-in-style-podcast/episode/7907ae1f/039-getting-organized-creating-a-binder-of-essential-documents-for-aging-parents

048. Understanding Power of Attorney, Living Will and Other Legal Terminology

https://www.loriwilliams-seniorservices.com/aging-in-style-podcast/episode/2ca905f2/048-understanding-power-of-attorney-living-will-and-other-legal-terminology

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