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Features

Asset management and distribution software to help you manage the assets of your estate.
Manage Assets
Manage Estate

Manage and Value Estate Assets

  • Name and catalog all estate assets
  • Add asset descriptions, values, and photos
  • Like and request estate assets
  • Assign assets to estate member or group
Monitor Estate

Administer and Monitor Estate Activity

  • Invite unlimited family and friends to participate
  • Designate executor/administrator and beneficiaries
  • Get real-time updates with activity feed
  • Create groups and set custom rights
Administer Estate
GenerateReports
Settlement Reports

Generate Settlement Reports and Lists

  • Initiate settlement and asset distribution
  • Generate estate settlement reports and lists
  • Set the estate value

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Documents

Upload and Share Important Documents

  • Upload documents prepared by your attorney
  • Share documents with estate members
Documents
Resolve Disputes
Resolve Disputes

Resolve Disputes Before They Start

  • Resolve questions and issues
  • Collaborate with flexibility and ease
  • View contested item report
Secure

Reliable Security and Protection

  • Support PCI and SOC security standards
  • 256-bit security encryption
  • Secure SSL certificate
Secure

Let's start managing the assets of your estate.

Manage all your assets in one place.
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