TrustedHeir Description
Your clients may have dozens or hundreds of online assets that are constantly changing, including financial accounts, social networking profiles, emails, photos, and subscriptions. Offline, managing these assets is time-consuming and difficult. TrustedHeir’s secure cloud-based app simplifies digital estate plans by empowering clients to actively update and manage their digital estate. It automates the process of organizing digital assets for your clients, updating their login information and managing the execution after your client passes. We'll handle the rest. Just give us your client's email, name, and address. We've got your back, from client onboarding, to creating digital assets, to assigning digital trustees to maintaining the account information of your clients.
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Digital Asset Management Software
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