TrustedHeir
TrustedHeir is the secure, revenue-generating application for estate planners that automates the process of managing digital assets. TrustedHeir is 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.
Overview | |
| Status | Active |
| Headquarters | San Carlos, CA |
| Founded | 2016 |
| Tags | estate planning |
| Website | www.trustedheir.com |
| Social |  Crunchbase |
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Estate Guru
Having helped thousands of people with their estate plans we knew there was a simpler and smarter way. So we assembled the best people we could find – visionaries, techies, programmers, digital media marketers, attorneys, and financial planners. All with one purpose – to create a revolutionary new tool – Estate Guru. While Estate Guru is new, the knowledge and analytics behind it are not. Our team’s intimate knowledge and extensive experience covers every area of the estate planning process. Our collective expertise has been worked into the tool to create and manage estate plans that fit every unique need without breaking the bank. The platform has been designed to create documents in real time for simple accounts while aggressively looking for circumstances that need a traditional approach. Once the attorney has signed off on the legal logic in the tool and has approved the document templates as appropriate for the state(s) they practice, the platform allows the attorney to seamlessly scale their estate planning practice. Attorneys are now able to extend their practice into the offices of financial advisors or the homes of clients. In addition to generating revenue for all the automated work, attorneys get to personally service all the accounts that are too complicated for automation. These complicated accounts can then be billed at the attorneys normal rate. So Estate Guru becomes a way to find profitable accounts. The platform continually reaches out to clients to keep the client and the attorney informed of any life events that may require an update to their estate plan. In this sense, Estate Guru acts as an estate planning CRM. Finally, when clients die, the attorney is notified so they can help with the estate settlement work. Think volume.
estate planning, automation, powers of attorney, wills, trusts, crmDirective Communication Systems, Inc.
Technology has made lives easier, however, for trusts and estates it has created a growing $7 trillion problem. More specifically, for estate professionals website owners and government agencies, it poses new and significant challenges to existing practice and protocols. The average person now has over 130 accounts including financial, social media, email, cloud based storage, eCommerce, cryptocurrency and many more. With so many accounts and no real way to capture our online footprint, it’s easy for digital property and information to be hidden, lost or forgotten. Unlike tangible assets, digital property can not simply be accessed for review or passed on to heirs. Legal professionals and loved ones face a large and intricate maze of privacy policies, account holder agreements (TOSA) and governmental statutes designed to protect account holder privacy. Between digital assets, statutory and contractual mandates, and the sheer volume of accounts, the industry needs a solution now. Directive Communication Systems, (DCS), where technology meets the outdated world of Trusts and Estates. DCS is the first and only technology based solution streamlining and networking digital asset and online account directives management. DCS provides an easy use to platform for identifying, organizing and cataloging all types of digital assets in preparation for estate affairs. DCS facilitates the process for ALL stakeholders with a platform that captures an individual’s accounts and directives now and into the future, making the service invaluable to clients for their lifetime. DCS simplifies estate administration by handling the communication of final wishes to site owners. In addition to NOT taking account passwords nor knowing the contents of an account, DCS is compliant to site owner Terms of Service Agreements and existing statutes, reducing costs and frustration. For website owners, DCS delivers improved efficiency for account holder death process management with streamlined notifications and online options administration. Ultimately, DCS will deliver a complete data communication network connecting all stakeholders including website owners, estates and government, speeding up a several month process to mere minutes.
rufadaa, estate planning, digital assets, trusts & estates, estate planning, trustsDirective Communication Systems, Inc.
Technology has made lives easier, however, for trusts and estates it has created a growing $7 trillion problem. More specifically, for estate professionals website owners and government agencies, it poses new and significant challenges to existing practice and protocols. The average person now has over 130 accounts including financial, social media, email, cloud based storage, eCommerce, cryptocurrency and many more. With so many accounts and no real way to capture our online footprint, it’s easy for digital property and information to be hidden, lost or forgotten. Unlike tangible assets, digital property can not simply be accessed for review or passed on to heirs. Legal professionals and loved ones face a large and intricate maze of privacy policies, account holder agreements (TOSA) and governmental statutes designed to protect account holder privacy. Between digital assets, statutory and contractual mandates, and the sheer volume of accounts, the industry needs a solution now. Directive Communication Systems, (DCS), where technology meets the outdated world of Trusts and Estates. DCS is the first and only technology based solution streamlining and networking digital asset and online account directives management. DCS provides an easy use to platform for identifying, organizing and cataloging all types of digital assets in preparation for estate affairs. DCS facilitates the process for ALL stakeholders with a platform that captures an individual’s accounts and directives now and into the future, making the service invaluable to clients for their lifetime. DCS simplifies estate administration by handling the communication of final wishes to site owners. In addition to NOT taking account passwords nor knowing the contents of an account, DCS is compliant to site owner Terms of Service Agreements and existing statutes, reducing costs and frustration. For website owners, DCS delivers improved efficiency for account holder death process management with streamlined notifications and online options administration. Ultimately, DCS will deliver a complete data communication network connecting all stakeholders including website owners, estates and government, speeding up a several month process to mere minutes.
rufadaa, estate planning, digital assets, trusts & estates, estate planning, trusts