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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A simple solution to safeguard, organize, and streamline your most valuable information is now available. Everything necessary to ensure your family is organized and ready can be found in one convenient location. Keep essential documents like family IDs and vaccine cards easily accessible. Manage and distribute family passwords effectively. Create an inventory of valuable items for insurance purposes. Document your financial accounts and investments comprehensively. Benefit from automated reminders to ensure everything remains current. Securely store estate and legal documents while inviting family members and trusted advisors to collaborate. As many families are geographically dispersed, important legal, financial, and medical documents often become fragmented across various filing systems and digital platforms. Furthermore, as the amount of digital information increases, it tends to be stored in multiple locations, making management challenging. This is where Trustworthy steps in to assist you. Designed to handle everything from minor tasks like renewing your passport to significant undertakings such as estate planning, Trustworthy ensures that you and your family are fully equipped for any situation that arises. In an increasingly complex world, having all your critical information organized in one place provides peace of mind.

Description

eState Planner is a cloud-based software designed for legal experts and advisors, aiming to enhance the efficiency of estate planning, client intake, and document creation processes. This platform allows for the secure collection of clients' personal and financial information through engaging questionnaires, enabling users to effortlessly generate estate plans by simply dragging and dropping assets or utilizing one-click scenario options. It features real-time legal notifications that minimize frequent errors in will planning, while providing immediate insights through dynamic tax and probate calculations. Moreover, eState Planner creates customizable legal documents such as wills and powers of attorney, allowing users to incorporate peer-reviewed precedents or their own unique clauses and branding. The software also offers visual summaries and narratives to assist clients in understanding their estate-planning results, promotes collaboration by allowing multiple contributors per client file, and supports remote access with encrypted data storage for added security. Additionally, this innovative tool is designed to adapt to the evolving needs of the estate planning industry, ensuring that legal professionals can deliver optimal service to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Better Business Bureau (BBB) Yes 
Norton 360 Yes 
TrustedSite Yes 

Integrations

Better Business Bureau (BBB) No 
Norton 360 No 
TrustedSite No 

Pricing Details

$120 per year
Free Trial Yes 
Free Version No 

Pricing Details

$119 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Trustworthy

Country

United States

Website

www.trustworthy.com

Vendor Details

Company Name

eState Planner

Founded

2017

Country

Canada

Website

www.e-stateplanner.com

Product Features

Password Management

Credential Management No 
Multifactor Authentication No 
Password Generator No 
Password Reset No 
Password Synchronization No 
Single Sign On No 
User Management No 

Product Features

Alternatives

Alternatives

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