Who Uses This Software?

Legal professionals and financial planners who draft wills and estate plans.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Online

Vendor Details

  • TrustedHeir
  • www.trustedheir.com/
  • United States

About TrustedHeir

TrustedHeir is the secure, revenue-generating application for estate planners that automates the process of managing digital assets. All of us store a growing wealth of information online, and our online presence often outlives us. From financial accounts to social media profiles, email to photos, and online subscriptions. TrustedHeir simplifies digital estate planning by empowering consumers to securely document their online accounts and share them with the people you trust.


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TrustedHeir Features

  • Access Controls/Permissions
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Branding
  • Metadata Management
  • Optional Search
  • Reporting/Analytics
  • Version Control
  • Workflow Management

TrustedHeir Reviews


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