Where do you store your tax records? Would your family know where to find the will?
We often don't think about these things until we need to. But with TIAA Safe Estate, you can organize all your personal information and keep it secure until you and your loved ones need it.
When you use TIAA Safe Estate, you’re trusting us with your most important personal information. We take that responsibility seriously, which is why we:
Start by choosing a topicWe’ve compiled topics ranging from your health and legacy to family and finances. Each topic takes just minutes to complete.
2
Save your files and contactsUpload any important files associated with your topics, and create a list of your key professional and personal contacts.
3
Access educational resourcesWe have helpful articles, videos and factsheets to help you be better informed about your choices for the future.
4
Choose who sees your informationYou decide what happens with your information after you’re gone. We’ll only share it with the people you’ve designated.