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.
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Luminary
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Bancroft
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Integrations
No Integrations at this time
Company Details
Company:
TrustedHeir
Headquarters:
United States
Website:
trustedheir.webflow.io
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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
Customizable Branding
Reporting/Analytics
Search/Filter
Workflow Management
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