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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 GoodTrust?

GoodTrust offers a thorough estate-planning service that empowers individuals to develop their own comprehensive estate plans, which include essential components such as wills, trusts, powers of attorney, healthcare directives, funeral directives, and even pet directives, all presented in a straightforward fill-in-the-blank format. The platform is crafted to guarantee that these estate plans are legally valid across all 50 states, enabling each family member to create their own plan without facing additional costs. Notably, GoodTrust features a Digital Vault that securely stores estate planning documents, online account details, and legacy instructions, giving users complete control over who can view and share this sensitive information. The user-friendly interface makes the process easy: individuals answer simple questions about their personal and family details, generate their documents, have them witnessed by two individuals, and then upload the signed documents into their Digital Vault. GoodTrust states that users can finalize their estate planning in as little as 20 minutes, while also providing the option to modify or update plans as circumstances change, making the service both efficient and highly flexible. This adaptability ensures that individuals can keep their estate plans aligned with their evolving lives, providing peace of mind for the future. Additionally, the platform’s emphasis on user empowerment helps to demystify estate planning, encouraging more people to take charge of their legacies without the need for costly legal assistance.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$149 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrustedHeir

Company Location

United States

Company Website

trustedheir.webflow.io

Company Facts

Organization Name

GoodTrust

Date Founded

2020

Company Location

United States

Company Website

mygoodtrust.com

Categories and Features

Digital Asset Management

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

Categories and Features

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