Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 Trust & Will?
Trust & Will provides a digital estate-planning solution that enables individuals and families to effortlessly create legally recognized documents, including wills, trusts, guardianships, and powers of attorney, through an intuitive, step-by-step process. By answering straightforward questions about their assets, family situations, and personal wishes, users can swiftly produce tailored legal documents in just a few minutes. The service also includes features for securely storing documents online, allowing users to share them with selected individuals and attorneys, as well as to make updates as their circumstances change. Focused on accessibility, Trust & Will allows users to manage their end-of-life planning without the expensive fees or complexities often linked to conventional legal services. While the platform is designed for self-service, a committed customer support team is always available to guide you, ensuring you remain assured and well-informed throughout the process. In the end, Trust & Will aspires to demystify estate planning, making it a more user-friendly and manageable experience for everyone, regardless of their prior knowledge of legal procedures. This dedication to simplifying the process is what sets Trust & Will apart in the realm of digital estate planning.
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
Free
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
Trust & Will
Date Founded
2017
Company Location
United States
Company Website
trustandwill.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