The All-in-One Elder Planning Solution
Docsbag is a fireproof, waterproof, and slashproof way to secure your documents for estate planning and end-of-life.
A COMPLETE, END-TO-END SOLUTION
We cover every aspect of your estate plan.
When you purchase a Docsbag, we will walk you through securing all of the necessary documents to ensure a smooth process for your family and loved ones.
Real Estate
Organize your mortgage documents, lease documents, deeds, insurance documents and more to make it easy for your family to manage your estate.
Cash Assets
Get your stock, investment, bank, and mutual fund statements all in one place and make sure your assets are known, accessible, and accounted for.
Estate Plan
Docsbag is the ideal place to store your Will, Powers of Attorney, and records of your family keepsakes to make end-of-life planning easier for your loved ones.
Retirement Documents
Make sure your family is aware of and has access to your IRA, Roth IRA, 401k, and pension documents.
Tax Returns
Alleviate the burden of untangling your taxes by having all of your State and Federal returns all in one place.
Miscellaneous Assets
DocsBag is the perfect method to store documents for your vehicles, firearms, online passwords, and pets so nothing slips through the cracks.
Stress-free Planning
We'll Guide the Entire Process from Start to Finish
DocsBag isn’t just a product, it’s a full suite of guides, videos, and documents that makes estate-planning fast, simple, thorough, and secure. Each DocsBag comes with:
- The fireproof, waterproof, and slash-proof DocsBag
- Unlimited access to video tutorials and guides
- A set of folders, indexes, and labels to get started
- Extra document downloads
A few simple steps
Estate Planning - Demystified
1
Collect all of your documents
We’ll walk you through a checklist of all of the required documents you’ll need in your DocsBag, and why you’ll need them.
2
Organize Your DocsBag
Secure all your documents in the DocsBag, using Master checklists, folders, and labels to keep everything perfectly clear.
3
Get Peace of Mind
Share your DocsBag location with your family, and then review the contents once a year to ensure everything is up-to-date and accurate. Rest easy knowing that your finances are secure and accounted for.
What People Say
We’ve Helped Countless People Navigate End-of-life Planning
See what families have to say after finishing the DocsBag estate planning process.
Codey Joyner
Detroit, MI
“Lorem Ipsum”
Eren Hill
Orlando, FL
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Emanuel Sadler
Baton Rouge, LA
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Customer Rating
You Ask, We Answer
Here are the most common questions customers have before purchasing a DocsBag.
A complete system to prepare you and your family for incapacity and end-of-life. With a DocsBag, you will get your affairs in order and your family will have your estate plan and other documents they will need at your incapacity and death.
Yes, you need both an estate plan and a DocsBag. The DocsBag includes information about what estate plan documents you need, the type of attorney to consult and how to find that attorney.
If you have any kind of assets you’d like to protect at end-of-life, you and your lvoed ones will greatly benefit from having the organization of a DocsBag. This includes:
- Singles
- Married couples
- Unmarried couples
- Children with aging parents
- Pet owners
No, one DocsBag is designed to hold documents and information for both you and your spouse or partner. We have two sizes of DocsBag based on the number of individuals and complexity of your situation.
No. The DocsBag is for anyone who wants to have their important information in one safe place before incapacity or death occurs.
DocsBag covers every asset type one may have. Including:
- Bank and Investment
- Tax Returns
- Retirement
- Legal Records
- Insurance
- Real Estate
- Estate Plan
- Firearms Information
- Funeral Information
- Pet’s Information
- Vehicle Information
- Password Information
Show a trusted family member or friend where you have stored your DocsBag, and then rest easy knowing that you assets are secure in any situation.
The DocsBag includes a detailed setup guide and a full set of walkthrough videos to guide you in every step of the process.
The setup is fast and easy and takes about 2-3 hours. However, locating the information to put in your DocsBag may take much longer. It all depends on how organized your documents are.
- 12 folders
- 12 pre-printed labels
- 4 blank labels
- Master Checklist
- 50 blank Inventory Records
- Example Inventory Record
- Instructional Booklet: “How to Prepare for the Inevitable/Getting Started with DocsBag”
You also gets a link to our video walkthroughs page upon purchase.
No, everything you need is included in the Bag.
Yes. Consider whether your family will be able to access your digital information when needed and whether you will be able to access it during a weather or power emergency. There will be circumstances where your family will need original documents, which can all be safely stored in the DocsBag.
Docsbag also includes a solution for all online account passwords so that digital documents can be accessed by your family in an emergency.
You can return the DocsBag within 30 days of purchase.
Ready to Secure Your Life?
Get DocsBag today and start your path to peace-of-mind. Rest easy knowing that your family will be able to find, manage, and keep everything you’ve worked for your entire life.