You have more stuff than you think. It can be daunting to organize all your paperwork, assets, and important life documents. If you thought about all the planning involved, and worried about how to manage many different types of information from so many sources, you would feel overwhelmed. We're here to help.
SideDrawer is a mobile app that takes the guesswork out of sifting through your sensitive yet critical family, banking, investing, and real estate information.. With user-friendly reports that itemize your records, you can carefully allocate belongings to friends and family to help bring awareness to your belongings.. SideDrawer offers flexibility so you can provide as much or as little, depending on what you're comfortable with.
Opened an account with a credit union that you want to ensure your family is aware of? Organize everything here and send them a summary report. You can do this and so much more with SideDrawer. You don’t have to enter your account numbers or balances – so you know your private information stays private, and only those that need to know will know. SideDrawer saves you time and makes the process less daunting. Manage all your paperwork and preparations in one place with a secure and simple setup. Take advantage of the ease of SideDrawer's app - save hours by snapping pictures of the important parts of your documents rather than typing them in, and assign one or more designates, or get assistance from our network of vetted professionals.
Can’t figure out where to save information about your will and life insurance? Gone are the days of repeatedly updating insecure Word documents and Excel spreadsheets with this data. Say goodbye to paying too much for complex, restrictive services asking for your sensitive account information. SideDrawer was created by a father who – with a home, investments, bank accounts, three kids and no will – wanted an easier solution that doesn’t involve uncomfortable conversations with lawyers. It’s a common problem that everyone faces; that’s why the team behind SideDrawer is passionate about and committed to making the process of maintaining your will, life insurance, asset and possession information simple and easy-to-use.
Families can be in a vulnerable position and having to deal with identifying the whereabouts or completeness of your personal records can be an added concern. Families can take up to 4-6 weeks to collect and identify records, or require the help of lawyers to aggregate which is a substantial financial cost. SideDrawer allows you to quickly aggregate this information in a very convenient, fast, secure, mobile solution, and share that with those who need to know.
Overcome the cost and complications involved with planning your estate.
We scale down the process of organizing your information and your estate into a few easy steps. Have peace of mind knowing that everything you need is in one place.
Digitize all your banking, investing, and estate information.
Safely upload and store digital copies of your will and life insurance in one place for easy access. You can even simply take a photo of your documents and upload them. Store digital versions of your important files for safekeeping.
Connect to a network of vetted professionals to help you get sorted.
If you are unsure of where to start, SideDrawer can connect you to the right professionals to help you out. Have a financial advisor? Generate a report and share it with them to help with your planning.
Send automatic alerts to designated loved ones.
Take comfort in planning ahead for your loved ones to automatically receive the necessary details. You can designate who is privy to any of your information, and even have a little fun with the messages you leave behind for your loved ones.
Know exactly where your documents are stored.
It’s exhausting to remember where all your important documents are stowed away. With SideDrawer, not only can you store digital copies of your will and life insurance, but you can also track their physical location. We’ll remember that stuff for you.