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Intergenerational Financial
Transfer Tool

Professional Financial Record Keeping Services

Just In Case is a trusted and professional Financial Record Keeping Service, enabling you to pass your financial information to the next generation easily and accurately.

Sign up, its easy and intuitive.

OUR SERVICES

All of your important financial data in one place, protected and secure

At Just In Case, we deliver comprehensive financial record keeping to individuals.

Easy to track your financial records, and safely pass them on to the next generation.

Read about our services below, and get in touch with our team with any questions.

BANK ACCOUNT RECORDS

All useful information in one place

INVESTMENT INFORMATION

We Understand Your Specific Needs

REAL ESTATE ASSETS

An Essential Financial Solution

INSURANCE POLICIES

We Walk You through Every Step

Our Team.

With many years of collaboration across various tech companies, our team is a close-knit group of seasoned professionals. Each member brings a wealth of experience and expertise, making us uniquely equipped to tackle complex challenges. We are dedicated to delivering innovative solutions that drive meaningful impact for our clients

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