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.

Integrations

No Integrations at this time

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Company Details

Company:
TrustedHeir
Headquarters:
United States
Website:
trustedheir.webflow.io

Media

TrustedHeir Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Live Online
Customer Support
Online

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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