Your clients have gone digital. So should their estate plan.

The secure, cloud-based application for estate planners that automates the process of managing digital assets

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We keep your client accounts up-to-date

With clients frequently creating or updating account information, including logins, managing the process pen-to-paper is inefficient and often results in outdated information.

TrustedHeir removes the mundane task of keeping your clients’ digital estate plan current. We work with your clients to verify that their digital estates are current and error-free.

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