TrustedHeir Description
Your clients often possess a multitude of online assets, ranging from financial accounts and social media profiles to emails, photographs, and various subscriptions, all of which are constantly evolving. Keeping track of these dynamic assets offline can prove to be both daunting and labor-intensive. TrustedHeir’s innovative cloud-based platform streamlines the process of digital estate planning, allowing your clients to efficiently manage and modify their digital legacy. This tool is specifically designed to automate the organization of digital assets, ensuring that login details remain current while also facilitating the execution of the digital estate after your client's demise. To get started with TrustedHeir, all you need to do is provide your client’s name, address, and email, and we’ll handle the rest. From the initial onboarding process to the creation of digital assets and the appointment of digital trustees, as well as the ongoing maintenance of your client’s account details, we ensure a comprehensive solution that meets all your needs. Our system not only simplifies the management process but also gives your clients peace of mind regarding their digital legacy.
TrustedHeir Alternatives
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Filecamp
Filecamp is a cloud-based Digital Asset Management (DAM) software solution that helps marketing & creative teams organize and share their digital media such as images, videos, and brand guidelines.
Filecamp comes with unlimited users, each user configured with their own set of user-, admin-, and folder permissions.
Filecamp's unique custom branding options will make sure your DAM system matches your brand guidelines.
The built-in online proofing and commenting tools allow you to review and approve creative work.
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Arken
Arken Legal Software offers a cloud-based estate planning solution aimed at modernizing the process of drafting essential legal documents such as wills, trusts, and powers of attorney. The platform employs a user-friendly questionnaire to gather client information, instantly producing well-organized, branded documents accompanied by comprehensive commentary for better understanding; error prevention features and dual-screen live drafting enable users to make adjustments on the fly. Their diverse product line includes various legal instruments ranging from straightforward wills to more intricate arrangements like Lasting Powers of Attorney and severance of joint tenancy, all created swiftly with limited manual input. By centralizing client data and maintaining strict adherence to branding and precedent guidelines, it also incorporates an "Intestacy Lead Generator" that informs clients about the implications of dying intestate, effectively aiding in business expansion. This innovative approach not only simplifies the workflow for legal professionals but also enhances client engagement and understanding during the estate planning process.
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Wealth.com
Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.
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Integrations
No Integrations at this time
Company Details
Company:
TrustedHeir
Headquarters:
United States
Website:
trustedheir.webflow.io
Media
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Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Online Support
TrustedHeir Features and Options
Digital Asset Management Software
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
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