Where would someone start if they had to perform a detailed life audit for a tax audit, assess their security situation, or compile their data and digital footprint?

How would someone know if they included everything?

Would they know how to reach each organization with their data if they were to move?

Think retirement plans, banking records, medical records, school records, veterinary records, taxes (tax filings, receipts, and deductions), car maintenance records, property records for every property they have owned or rented, etc.)?

Now consider they found a way to identify, find, and compile all that information.

How would they manage it?

How would they minimize the number of organizations that have the data? Is the information stored securely?

Can they limit what is stored?

How can you keep a copy of those records securely, or should you?

Consider that many statements we receive include our account numbers and other personally identifiable information (PII) that, if compiled, can be used to open new credit accounts, access existing accounts, and steal our identities.

What general information can be shared (e.g., “My retirement plan offers online banking and services, and I was able to stop the receipt of paper copies so none can be intercepted from my mailbox).” Provide several good details and examples from the findings.