My Personal DataSafe Helps Estate Planning Attorney’s Save Time Gathering Important Client Information

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My Personal Datasafe provides a new way for Estate Planning Attorney’s to access all of their clients personal information when they need it by having their financial, insurance and legal information available at their fingertips.

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My Personal DataSafe provides a revolutionary way for estate planning and probate attorneys to save time gathering important client information.

My Personal DataSafe, a revolutionary, online, patent-pending software announces that it will be exhibiting at the upcoming 46th Annual Heckerling Institute on Estate Planning. Being held again at the Orlando World Center Marriott Resort and Convention Center in Orlando, FL, the convention will run from January 9th through January 13th. My Personal DataSafe will be exhibiting at booth 319.

With its patent-pending technology, My Personal DataSafe allows easy entry of your family’s personal, medical, financial, legal and insurance information into a secure online site. Copies of marriage documents, living wills, medical records and even videos can also be uploaded and stored for future accessibility. Once entered, complete or partial access can be granted to attorneys, physicians or family members. In addition to choosing what to share and whom to share it with, My Personal DataSafe provides a subscriber with the unique ability to choose when to share it. Access to the information can be granted while a person is alive or only after they are deceased.

The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. The general session lectures and breakout sessions offer comprehensive coverage of the latest estate planning techniques and strategies, while special program tracks allow attendees to customize their educational experience and focus on those areas most relevant to their practice. In addition to traditional estate planning topics, this year’s Institute offers programs on related areas that can enhance your practice such as elder law, asset protection, and income tax planning.

My Personal DataSafe provides a revolutionary way for estate planning and probate attorneys to save time gathering important client information”, said Jim Everett, co-founder. Mr. Everett continues, “The patent-pending selective sharing capability offers clients the ability to input, update and retrieve all of their personal, medical, financial, insurance and legal information with their attorney in real-time.”

Come visit My Personal DataSafe at booth 319 during the upcoming Heckerling Institute on Estate Planning and ask about the 40% show discount off the initial annual subscription fee of $99.99.

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Jim Everett
My Personal DataSafe LLC
813-793-7146
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