How does My Macro Memoir® work?

1

Register yourself

By submitting a simple registration form you declare yourself as the user.

You will be granted full access to the application at no charge for 30 days with no credit card required upon enrollment.

2

Store the Information

Complete your personal binder to include only what you want to include – no pressure as it’s up to you what you write in it. We took the thinking out of it for you as it has been divided into seven practicable sections. Each section of the memoir provides a printable checklist letting you know the key items you should grab before you sit down to write.

3

Add a confidant

Designate a confidant in the account settings section and share the unique designation code with them. You and your confidant must retain this unique code in order to retrieve your information in the event of an unplanned absence. Without this code, neither your confidant nor the My Macro Memoir® team will be able to retrieve your information. This security measure is necessary to ensure your information is secure.

What is stored in My Macro Memoir®?

Personal Information

This section serves as the foundation of the information captured in My Macro Memoir®. It allows you to include information like your address and medical providers.

Register Now

30 day free trial.
No credit card required upon enrollment.

Financial Information

This section will store the basic location of the financial records and accounts. The purpose is to provide yourself and your confidant information about where you store your financial information, it is not intended to provide a full accounting for balances and transactions.

Register Now

30 day free trial.
No credit card required upon enrollment.

Professional Service Providers

This section will allow you to store the professionals that you or your family works with. For example, information on who your personal attorney or banker is.

Register Now

30 day free trial.
No credit card required upon enrollment.

Real Estate & Other Assets

This section will serve the purpose of allowing you to provide details on any real estate or other tangible assets that you may have. This can include items such as homes, vehicles, or even boats.

Register Now

30 day free trial.
No credit card required upon enrollment.

Insurance Information

This section will allow you to store and share details for any insurance policies that you carry. From life insurance to long-term care insurance, you can capture it here for ease of access or share with your confidant.

Register Now

30 day free trial.
No credit card required upon enrollment.

End of life Planning

This section will provide the confidant information about any planning that you have done for your final arrangements. This section will be provided to your confidant in the most expedient fashion possible to ensure they have the necessary information to plan for your personal desires or religious customs.

Register Now

30 day free trial.
No credit card required upon enrollment.

Physical Locations of Documents

This section is considered your digital vault. You will be given the opportunity to upload electronic copies of documents you deem important enough for you or your confidant to have a physical copy. During the completion process in each of the other sections, you will be given the option to upload the documents as you go. If you choose to populate the sections in this manner, the electronic uploads will load into this section, in an organized manner.

Register Now

30 day free trial.
No credit card required upon enrollment.

The Retrieval Process

1

Retrieval Application

In order for your confidant to retrieve your account information, a request must be submitted through a retrieval form using the confidant code provided to you during the account set-up process. Your designated confidant can select the retrieval type – Basic or Full. Once the application is submitted an email and an SMS notification are sent to the users’ registered email address and phone number.

2

Instant Basic Access

Basic access will be granted immediately after verification of OTP. Instant access to the basic information will provide details from the medical information section, the end of life planning section, and a subset of information from the physical documents section. This information will be made available in PDF format for your confidant to save and/or print.

List of information shared under basic access.
3

Manual Verification for Full Access

The confidant will have to upload the required document to get full account access. Full account access will be granted after a 14 calendar day waiting period from the time the required documentation is submitted in full.

4

You are done

After both an automated and manual verification of the confidant’s details by the My Macro Memoir® team, whole account access is provided to the user-designated confidant. Your confidant will have the ability to download PDF versions of each section of your memoir to save and/or print. Once your data is claimed and/or when you decide to delete the account, we delete all of your data and files within 30 days.

Questions in mind?

Who and What is a confidant in My Macro Memoir®?

You can assign a confidant which is your backup person that if you can’t access it or get to it they can. This should be someone you trust and have put consideration into selecting. This may include but is certainly not limited to a family member, spouse, close friend, special person, or a trusted arranged professional. Though not required, we recommend that you inform your confidant that you are selecting them and discuss the process as much as you feel comfortable. The more they are included in the process, the more empowered and at-peace you and they may feel when the time comes for them to begin the retrieval process. Take your time deciding and always do what feels comfortable and right to you.

How do I add a confidant to My Macro Memoir®?

You will add this person to the account setting section of the memoir. You will have the ability to only add one confidant to your account.

Do I have the ability to change who my confidant is?

Yes. The process is simple to do. You will have to delete your existing confidant and then choose the option to add a new one. The process of designating the confidant will be the same process you went through during the initial set-up under the account settings section.

How will the confidant obtain access to My Macro Memoir®?

Your confidant will have to complete a form and submit a retrieval request. My Macro Memoir® will share the basic account information immediately considering it’s urgent and time-sensitive post the automated verification process through the OTP. Access to the entire account will require your confidant to wait for 14 calendar days to receive full access once all credentials are submitted to the team at My Macro Memoir®. Please view the “The Retrieval Process” section of this website to obtain greater detail on the process.

What documents are deemed valid for the retrieval of your My Macro Memoir® account?

Your user-designated confidant can upload any of the following documents for retrieval. One of the four documents will be used for verification.  These documents will be verified by the My Macro Memoir® team before granting full access to the user-designated confidant:

  • Driver’s License
  • Birth Certificate
  • Social Security Card
  • Passport

What will be provided to my user-designated confidant under the immediate basic access feature?

Basic access is defined by My Macro Memoir® as providing the following information immediately after a retrieval request is made by the user-designated confidant:

  • Personal Information: Only medical providers, dental providers, and medication list details from this section of the memoir is provided.
  • End of the life planning: Access to all information from this section completed by the user is provided to the confidant which may include information from potential pre-paid funeral expenses to your obituary.
  • Physical Locations of Documents section: Access to only the Unplanned absence information from this section that has been uploaded by the user is provided to the confidant which may include documents from a DNR form to a durable power of attorney.

Once the retrieval is successfully completed, we permanently purge the account data after 30 days. We will only preserve the user profile information, confidant information, retrieval information, and data of reminder emails sent to the confidant to maintain a paper trail. The rest of the data will be permanently deleted from our database. The following data will be saved in our system even after account retrieval:

Below is the list of valid documents for retrieval. These documents will be verified by the My Macro Memoir® team before granting full access to the confidant:

Basic access is defined by My Macro Memoir® as providing the following information immediately after a retrieval request is made by the user-designated confidant: