FINANCIAL FIRMS
Every day the Financial Community receives new requirements for documentation of their actions, and challenges to whatever they transact. Either the federal, state or local regulatory agencies, the SEC, the Office of the Controller of the Currency, or even just their clients, one has to maintain the “Trail” of the legal documents that are important –if not critical—to them.
Banks, Financial Advisors, Securities firms, Title companies, and all others who deal with financial transactions receive new requirements almost daily.
Though traditionally these have been on paper, and this becomes a challenge of access to them as to rapid availability and authenticity precisely when needed, more and more of these documents are being processed and stored electronically today. This creates yet another and different series of risks: to privacy (hacking), accuracy (tampering) and reliability (codes and password theft). As such they are frequently subject to legal challenge in Court as questionably reliable evidence.
These are the problems that Digital Documents Advisors’ DocumentsForever solve!
“DocumentsForever” is a new and comprehensive legal digital documents software platform to preserve and protect all of your clients important documents, making them easily accessible by and for you and your the clients themselves 24/7/365, from anywhere in the world. Timestamped, double hashed, and placed into a Digital Controlled Chain of Custody Certificate (“DCCCC”) which is secured in a Blockchain. It is an inexpensive, tamper-proof, non-hackable secure controlled chain of custody certificate in Blockchain, and legally probative as originals in Court.
Furthermore, with Digital Documents Advisors’ SaveMyMeeting services, all telemetric and webinar (Zoom, Skype, Facetime, etc.) recordings of meetings or telemedical convocations for insurance purposes can be equally secured into the DocumentsForever platform, meeting all the necessary requirements to be used as valid documents for legal challenges.
Individuals, businesses, government agencies and their respective attorneys and financial organizations need the digital protection and juridical validity of and for all of their important documents. Financial agreements and transactions, loans and documents of sale, wire transfers, wills, proxies, powers of attorney, estate plans, titles and certificates, letters of instruction, account numbers, passwords, locations of safe-deposit boxes, names, addresses, and contact number information of advisors and financial institutions: all of these can now be safely stored digitally, with legal validity when challenged in Courts, but now readily and easily accessible, unalterably, tamperproof, indestructible, forever, in one place. And DocumentsForever gives the originator, or “Owner” of those documents the opportunity to find and/or retrieve them! The individual holds the key, or code, to retrieve the document.
The DCCC system protected as it is in Blockchain makes it impossible to hack, and by taking an additional step of having any national Notary or Legal Agent certify the uploading and/or downloading in their presence on behalf of the client, it is evn more unquestionably certified as the original document in Court against any legal challenge.
This is clearly an opportunity to provide an important new service for the firm, and especially for your clients. Such a “document insurance policy” avoids fire and flood concerns, memory dependency on “who has them”; “where are they”, or “can I get to them immediately at any time, day or night, weekend or weekday.” With the use of DocumentsForever’s ”codes of circumstance”, you can give relatives and beneficiaries their own special keys to access specific pre-authorized documents when urgently needed by or for them. For all important documents, you and they will have the key.
The DocumentsForever concept and platform have been vetted amongst two separate groups: the positive acceptance of the presentation of its’ concept at the annual National Notary Association’s Annual Convention in June, 2018, and in November, 2018 at an International Conference on Legal Digital Documents for Latin America in conjunction with the University of Houston Law Center, with notaries, attorneys, governmental agents, and educators from eight different Latin nations. It was also deemed acceptable by the Chairman of the Texas State Insurance Commission and the Chairman of the of the Texas Supreme Court Advisory Committee.
This platform is not to be confused with the partial solutions and tools offered by other software platforms and programs (Docusign, Legalvault, Safedocs, certainsafe, etc.), since none of them have the total, comprehensive Court-acceptable solution offered by DocumentsForever and the protection of Blockchain.
Either through certified uploading via a DocumentsForever Agent (notary, attorney, banking authority, etc) taking the easy and brief training online, the costs are minimal, and based upon quantity with a one-time document uploading charge per file up to 15 Meg (amount to be discussed with the Firm)), and an annual storage and maintenance fee.
Robert T. Sakowitz