Create an account. They have a free trial so you can look around before inputing any information.
Select the category you want to start with. As a blogger, I started with the “online” category (see screenshot below). I set it up so my husband can access all my accounts now or later (you can select “share when death is verified.”)
Upload documents. This is very helpful for living wills, instructions, maybe even letters to loved ones.
Select the recipients. You can share some information now with one person, choose to share other information after your passing with someone else. This is especially useful if you are married and want to share usernames and passwords for all current accounts.
All of Estate Assist’s solutions are guarded by our proprietary Estate Guard Security technology. We use Bank Level 256-bit AES security standards in order to ensure personal and financial data and documents are stored and transferred to and from Estate Assist safely and securely.
Estate Safe is also backed by our $1 million Estate Guard Guarantee. In the event that user data on Estate Assist is compromised, the company will spend up to $1 million for breach recovery.