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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 Quicken WillMaker?

Quicken WillMaker & Trust is a comprehensive do-it-yourself estate planning software designed to enable individuals and families to create legally binding wills, living trusts (either jointly or individually), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The software utilizes a straightforward interview format that incorporates legal guidance, ensuring that the documents generated meet the legal requirements of the user's state. Users can choose between a desktop application and an online version, offering them the flexibility to adjust their plans as needed. Moreover, it comes with a detailed legal manual and documents that have been vetted by attorneys for each state, which offers users both clarity and assurance in their estate planning. With more than 35 essential estate planning forms—including promissory notes, authority delegations, and personal finance documents—it helps users navigate away from the probate process, streamlining estate administration effectively. This software is crafted to meet a diverse array of estate planning needs, providing users with a sense of support and confidence in their decision-making throughout the entire process. Ultimately, it allows families to secure their legacies while minimizing potential complications in the future.

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

$109
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

Nolo

Company Location

United States

Company Website

www.willmaker.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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