The Document Portal
Contents
1. The Modern World Is Extraordinary
2. What is The Document Portal?
4. Key Benefits
6. Mobile App
8. Preserve Your Legacy
10. Help With Your Paperwork
12. Press
13. Contact Us
The Modern World Is Extraordinary
We can take videos with our phones, talk to friends through our laptops, send documentsthousands of miles in seconds. But could you quickly find your house deeds, a tax return fromfive years ago or the insurance valua�on for your jewellery?
Our home filing systems are woefully behind the �mes. Papers stuffed in boxes, documents inthe lo�, important le�ers on top of the wardrobe…
Imagine having all your paperwork securely in one place.Imagine an ‘online filing cabinet’ where every paper was in order,deadlock secure, easily searchable, and accessible at the touch of a bu�on…
Welcome to The Document Portal.
1
What is The Document Portal?
We use the portal to ensure important informa�on reaches you as quickly and securely as possible.
It allows you to safely store your valuable documents and memorabilia, alongside the informa�onshared by us.
Protected by ultra-secure, state-of-the-art technology, all your documents are available to you,wherever you are.
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“We can lay our hands on our policies, deeds and certificates at amoment’s notice, thanks to the Portal. It’s a lot more securethan our study at home.”
3
Key Benefits
SECURE COLLABORATIONA secure 2-way portal enables us to instantly share documents withyou and vice-versa
MOBILE APPAll documents are word searchable, allowing you to find what you arelooking for instantly
INTERGENERATIONAL PLANNINGGet your affairs in order and keep priceless documents and memorabilia safefor future generations
PROTECTAvoid the risk of losing important documents or treasured memorabilia ina fire, burglary or flood
SECURITYThe Portal has the highest levels of security and your data is hostedand backed up in ISO27001 accredited data centres in the UK
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Desktop
Mob
ile Scan
School Reports
Contracts
& ID
StatementsWills
Memorabilia
5
Mobile App
Simple and easyaccess
Create and organisefolders to suit you
View your �leso�ine
Share your �les withother apps
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Scan and save yourdocuments
Company ABCLtd
7 7
“The mobile app allows me to access all of my importantinformation wherever I am. I even get a notification to let me know when adocument has been shared with me.”
Preserve Your Legacy
By having all your documents and memorabilia in one secure place and nominating Digital Executorsyou can preserve your legacy for generations to come.
Source: Experian
8
£15bn9
Months
In the UK some £15bn inassets remains unclaimed
Sor�ng out an estate typicallytakes 9 months to complete
The death of a family member or friend is always a sad and di�cult time. But it can be even moredistressing if their personal a�airs are badly organised. Tracking down bank accounts, life policiesor legal papers is a lengthy and costly business.
“You can’t imagine just how much peace of mind the Portal hasgiven us. The family will have no problems with our estate now, whichmight well be our best legacy to them.”
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Help With Your PaperworkThe thought of sor�ng and digi�sing your historical paperwork can be a daun�ng task.Help is at hand...
SCAN & UPLOAD SERVICESimply put your documents into the envelope or box provided. These will then be scanned,encrypted and uploaded into your Portal. Your original documents can be safely storedor returned.
CONCIERGE SERVICEA professional consultant will help you sort, organise and collate your documents ready forcollection. Your documents will be securely transported, scanned, encrypted and uploaded to yourPortal. Your original documents can be safely stored or returned.
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“Not only are our important documents safe and accessibleat anytime, we have gained a room back in the home.”
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Press“You really can have yourdocumentary life stashed
away on there.”
“They scan all yourdocuments and organise
them in a beautiful fashion.”
“Your teetering paperskyscrapers are replacedwith a slick online filing
system.”
“There’s even a sec�onwhere you can put your
will, expression of wishesor kind remarks to be read
beyond the grave.”
“If you keep your mostimportant documents
in an old box, this service couldbe for you…”
“Every piece of paper that’sworth keeping in the houseis worth filing in your Portal,
accessible at any �meyou wish to be nostalgic.”
12
Contact Us
We hope you enjoy using the service as much aswe do.
If you have any ques�ons or require any help withse�ng up or using the Portal, please feel freeto contact us directly.
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PensionGuarantees Licences
Share Cer�ficatesPassports Insurance Policies
Warran�es Will HMRC PapersLeases Powers of A�orney
Trust Documents Bank Statements
Birth Cer�icates Exam Cer�icates NI NumbersMortgage Documents School ReportsPlanning Permission
InvestmentsMarriage Cer�icates Degree Cer�ficates
Title Deeds Executor
Medical RecordsMOT Cer�icates
Surveyors’ ReportsService Contracts
Log BookLoan Agreement