Protecting Assets - Record Keeping Software FAQ
Record Tree® remembers so you don't have to. One day, you or those close to you, will have to know about the existence and location of your assets and a host of other details about you. Asset protection is a job for Record Tree® record keeping software. Record Tree® creates an accurate memory of what you own and where it is. It creates a profile of everything about you, ensuring that no part of your life is lost or forgotten.
Q. How do we develop the list of items that Record Tree® chronicles?
A: We wanted to create a product that was thorough and comprehensive. The 160+ items we ultimately settled on are the result of a great deal of collaboration with physicians, EMTs, attorneys, accountants, insurance professionals, and a host of other experts. The research and consultation with subject matter experts was exhaustive, leading us to believe that we had created a personal inventory software program that truly captured all areas of an individual's vital information.
Q. You mention the ability to create multiple profiles with this one application. What does that mean?
A: Record Tree® allows you
To create profiles for up to
Six individuals. This means
that all of the
vital information for up to six people can be stored and reported
with one purchase. That
amounts to less than
$10 per profile.
Q. Where exactly is my information stored?
A: It depends on which version you are using: Mac App Store or Windows Store Versions: All information you enter is stored securely and locally on your computer’s hard drive. No internet connection is required.
USB / Wallet Card Version: All information is stored directly on the physical USB drive you purchased from us, keeping it completely unhooked from the internet.
Q. If my information is on this USB, what happens if I lose the USB/it's stolen? Will whoever finds/takes it have access to my important information?
A. Whether you are using the physical USB version or a downloaded App Store / Windows Store version, your data is password-protected. Anyone who possesses your physical USB or gains access to your computer will NOT be able to view your information without your password.
Note: Never store your password in a plain text document on the same device or USB drive.
Q. What if I forget my Record Tree® password?
A. As of version 7.0, When you set up your login information in Record Tree®, you will also be asked to choose and answer three security questions. The answers to these questions should be specific to you and easy to remember, but hard to guess. In the case that you are unable to remember your password, you can answer these questions to recover your information. To avoid this situation, be sure to remember/write down your password. Your password and security questions are the only way to access your data stored in Record Tree®. A consequence of keeping your data secure is that we are unable to recover lost information.
Q. Could this product be helpful in case of identity theft?
A: Yes. Should you find yourself in this unfortunate situation, your Record Tree files provide the details necessary to make quick contact with your most trusted resources and all of your accounts.
Q. What are the chances that I'll really need all of this information one day?
A: 100%. It is inevitable that the time will come when you or someone acting on your behalf will need this crucial information. Rather than frantically searching for the minute details of your accounts and resources, you or those acting for you will have convenient access to the key details of your life.
Q. How long does it take to complete the item lists?
A: The time involved to complete your item profiles will vary from individual to individual. We suggest that you begin by reviewing the Record Tree® item lists and then gathering the information needed to complete the Record Tree® templates. Setting up your Personal Profiles, Medical Information, and Emergency Contacts should take no more than an hour or so. The time and effort required to complete all other information will be dependent on the unique details of your life.
Q. I'm not very computer savvy. Will I be able to figure out how to operate the software?
A: Yes, Record Tree® is designed to be intuitive and user-friendly.
Digital Store Versions: Installation is handled automatically with a single click through the Mac App Store or Windows Store.
USB Version: The software runs directly from the physical drive with a straightforward setup wizard to walk you through your initial log-on.
For all versions, the app will guide you through setting up your password and initial profile.
Q. I'm not sure I want to spend $44.95. Is this product really worth the price?
A: Record Tree® gives you the ability to profile up to six individuals for each purchase. For less than nine dollars each, Record Tree® software serves the function of a mentor, counselor, and subject matter expert all rolled into one. A visit to an attorney would likely result in a request to gather the same information that you will store in your Record Tree® files; yet, the purchase price of Record Tree® is a fraction of the cost of a single hour in legal fees. You can easily be prepared for the future--and save some money too--by providing your Record Tree® reports to your attorney, accountant, insurance and financial counselors. Keep in mind: it's not a matter of whether you'll need this vital information, but when.
For more information contact us at .
Q. I would like to upgrade to a new version of Record Tree®. How do I migrate my important information?
A. If you're concerned about loss of information when upgrading Record Tree®, the Help article "Tools: Backup and Restore" provides the step-by-step directions required to back up your information in Record Tree®. Simply make a backup within your current version of Record Tree® and use the method for restoring your information within the latest version of Record Tree®, just as you would use it in any other circumstance.
Q. Can I use Record Tree® to upload documents?
A. The primary purpose of Record Tree® is to keep your important information collected and secured by having it unhooked from the Internet. Not only that, but not having the ability to upload makes it easier to manage your information since you will not have to manage more than one location of your information.
Q. Can I increase the font size in Record Tree®?
A. You cannot increase the font size directly inside the application, but you can easily use your operating system's built-in magnification tools:
macOS: Click the Apple menu > System Settings > Accessibility > Zoom, and enable your preferred magnification method.
Windows: Click Start > All Programs > Accessories > Ease of Access > Magnifier.
Asset protection starts with knowing what you have and where it is. Create a record of asset locations in Record Tree®. You will absolutely need this information one day.
Your information is secure in Record Tree® Create passwords for family members, caregivers or others to access your information if you can't.
Record up to six profiles of immediate family members. Record Tree® centralizes personal information in one place.
