Get rid of the stress and guesswork – find any document in seconds whenever you need it.

get started in 3 easy steps

create & upload

Simply create an account and upload some of your everyday documents.

tag & organize

Adding #Hashtags to your documents powers search. Travel insurance can have a #travel and a #insurance. Find it fast either way.

secure & share

Simple and secure to share stuff with family or professional advisors. See when a document has been read and get alerts when new ones are loaded for you.

customer testimonals

My taxes got really complicated in 2020 due to the pandemic. My wife and I had a lot more W2’s and 1099’s than we normally have. And because we were still in the pandemic lockdown, we didn’t want to meet in person with our accountant. The Personal Archive was the perfect solution. Not only could we securely send all the documents, but we could view the audit trail to make sure he looked at each one. This was a much easier and efficient way to do taxes.

Mark

Chicago
My fiancé and I were buying a new home and applying for a mortgage. The number of documents you need for a mortgage are insane: tax returns, W2’s, bank statements, client letters, cancelled checks, all going back years and all with very sensitive personal information. My fiancé and I were each instructed to upload them to the mortgage company’s portal. But we ran into a simple, but potentially fatal problem. He didn’t have any of his documents in digital form. Nor did he have a scanner. So I took them, scanned them, and put them into The Personal Archive. I gave him secure access to them so he could download them onto his computer and then upload them to the portal. And because the mortgage company’s portal sometimes lost documents, we were always able to easily find the document that needed to be reuploaded. The Personal Archive helped us get into our new home. Thanks.

Sandy

McHenry, Illinois
My mother was taken to the hospital after she fell at church. She didn’t have her purse with her, with her insurance cards, so when I got to the emergency room, I was bombarded with questions about her insurance, her medications and other conditions she had. Fortunately, my brother had uploaded her medication list, medical conditions and scans of her Medicare and supplemental insurance cards. He gave me access to those documents through my own account. I was able to log in while at the hospital and get all the information we needed.

Laura

Evergreen Park, Illinois

Everyone likes to be organized and in our day to day lives most people are.

Are your everyday documents well organized?

Because if they are not, it could cost you and your family a lot of money.

Every year, thousands of businesses across the country find themselves in possession of money and property that has been lost or forgotten by the original owner. Abandoned savings accounts, trust distributions, payroll checks, insurance payments, royalty payments and numerous other types of valuable assets are turned over to state treasuries as unclaimed property. This happens if the holder is unable to locate or contact the owner after a period of inactivity of 3 to 15 years, depending on state law.

$58 billion

in state treasuries and US treasury have gone unclaimed

If you believe you are entitled to collect unclaimed money from old bank accounts or safe deposit boxes, www.unclaimed.org may be of assistance.

source: beenverified.com

72,000 people

could not be located by former employers or the US Pension Benefit Guaranty
Corporation, with over $300 million in unclaimed benefits.

This does not include unclaimed contributions to 401(k) plans. Which is one of the largest sources of unclaimed property, forgotten by employees after they leave their job.

1,400,000 people

have unclaimed federal income tax refunds in the amount of $1.5 billion from 2016 alone.

source: https://www.irs.gov/newsroom/irs-unclaimed-refunds-

$140 billion

(or $1.50 depending on the value of Bitcoins) lost bitcoin investments

Of the existing 18.5 million Bitcoin, around 20 percent — currently worth around $140 billion — appear to be in lost or otherwise stranded wallets, according to the cryptocurrency data firm Chainalysis. Wallet Recovery Services, a business that helps find lost digital keys, said it had received 70 requests a day from people who wanted help recovering their riches, three times the number of a month ago.

Jan. 13, 2021 NY Times

$13.5 billion

unclaimed in New York State

According to the New York State Comptroller, the state is currently holding $13 billion in unclaimed funds. According to the comptroller, the single largest account ever paid was worth $4 million, and the largest unclaimed amount currently on the books is worth $1.7 million—almost enough to buy a two bedroom apartment in Manhattan.

source: https://smartasset.com/

$2.4 Billion

unclaimed in Massachusetts

In September 2020, the Massachusetts Treasurer announced that 54,000 properties had been added to the state’s unclaimed property fund, bringing the fund’s total value to $2.4 billion. That total is fourth highest in the country, despite extensive efforts to return unclaimed property over the past few years which returned a record $112 million to owners in fiscal year 2014.

source: https://smartasset.com/

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