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What is TrustedHeir?

Clients often have a wide array of online assets, including financial accounts, social media accounts, emails, photos, and various subscriptions, all of which are continuously changing. Managing these ever-evolving assets offline can be overwhelming and time-consuming. TrustedHeir’s cutting-edge cloud-based platform simplifies the digital estate planning process, enabling clients to easily organize and adjust their digital legacies. This solution is designed to automate the management of digital assets, ensuring that login information is kept up to date while also streamlining the execution of digital estates after a client passes away. To begin using TrustedHeir, simply input your client's name, address, and email, and we take care of everything from there. Our service encompasses everything from the onboarding phase, the establishment of digital assets, and the designation of digital trustees to the ongoing upkeep of your client’s account information, providing a comprehensive approach to digital legacy management. In addition to making the management process more efficient, our platform offers clients reassurance about the future of their digital legacies. We aim to provide a user-friendly experience that caters to the diverse needs of our clients.

What is Arken?

Arken Legal Software provides a cloud-based solution for estate planning that seeks to revolutionize the creation of vital legal documents, including wills, trusts, and powers of attorney. Through an intuitive questionnaire, the platform collects client information and generates organized, branded documents that come with detailed explanations for clarity; features designed to prevent errors and dual-screen live drafting allow for real-time adjustments. Their extensive range of products covers everything from basic wills to complex arrangements such as Lasting Powers of Attorney and joint tenancy severance, all produced quickly with minimal manual work. By consolidating client information and ensuring compliance with branding and precedent standards, the platform includes an "Intestacy Lead Generator" that educates clients about the risks associated with dying without a will, thus supporting business growth. This cutting-edge method not only streamlines the operations of legal practitioners but also significantly improves client interaction and comprehension throughout the estate planning journey. As a result, both attorneys and clients can navigate the intricacies of legal documentation more effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$140.29 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

TrustedHeir

Company Location

United States

Company Website

trustedheir.webflow.io

Company Facts

Organization Name

Arken

Date Founded

1992

Company Location

United Kingdom

Company Website

arken.legal/

Categories and Features

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Customizable Branding
Reporting/Analytics
Search/Filter
Workflow Management

Estate Planning

Not specified

Categories and Features

Estate Planning

Not specified

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