Audience
Revenue-generating application for estate planners that automates the process of managing digital assets
About TrustedHeir
Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered.
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Integrations
No integrations listed.
Company Information
TrustedHeir
United States
trustedheir.webflow.io
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Online
TrustedHeir Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Customizable Branding
Reporting/Analytics
Search/Filter
Workflow Management
Brand Control
File Conversion
Metadata Management
Mobile App
Search Within Document
Version Control
Watermarking