Rule at the business of life

If you’re looking for a way to organize documents and manage all kinds of recurring tasks in your daily life, Compass Coordinators can help. We’re Trustworthy Certified Experts in Charlotte, NC so we can help set up and maintain your super-secure Trustworthy platform.

Go beyond traditional estate planning with a tool that you’ll actually use and keep updated…because it makes your life easier now.

• Upload important documents like IDs, insurance policy documents, and even pet records

• Add family members as collaborators so they have access to the things they need anytime, anywhere

• Scan documents and access your information with their iOS mobile app

• Get reminders for things like renewing passports, refreshing estate planning documents, and more

• Learn more about the platform and features

Compass Coordinators helps you get started by providing a roadmap, putting things in the right place, making sure filenames and information are correct, and doing a lot of the heavy lifting of setting the system up.

Once you’re set up, we can schedule regular check-ins to maintain your system and make sure everything is updated and working the way it should.