FidSafe

FidSafe is a secure, online service for storing, organizing, and accessing important documents. It offers a no-cost solution for users to manage their financial, legal, and personal documents securely. FidSafe allows users to access and share their documents, facilitating preparedness for life’s major moments, such as buying a house, managing retirement, or ensuring loved ones can easily find critical documents like wills. The service emphasizes industry-leading security to protect users’ files and personal information. FidSafe provides resources like the Ready, Set, Plan™ checklists to help users stay prepared for both foreseeable events and unexpected situations.

FidSafe’s functionality extends to sharing critical documents with Fidelity and trusted contacts, offering a convenient way for users to ensure their important documents are accessible to heirs or spouses when necessary. The service includes features like a “share-on-death” functionality, which automatically notifies designated contacts about the existence of a FidSafe account and grants them access upon verification after the account holder’s death.