Signed in as:
filler@godaddy.com
DOCUMENT VAULTS (DIGITAL & PAPER)
Trustworthy bills itself as a Family Operating System®. When I started DLA, I spoke with and met in person Nathaniel Robinson, its Founder, and CEO. He and Trustworthy impressed me with their product's feature set and well-designed, intuitive interface. Best in class.
Use code "DLA01" for a 20% discount.
Prisidio is an online vault that organizes the most vital pieces of your life with industry-leading features. I've met with Glenn Shimkus, Prisidio's CEO & Co-Founder, in person and virtually to dig deep with questions. He has spent considerable time explaining their security and privacy protocols. I'm a fan.
Some of my clients prefer working with paper rather than digital files for their estate documents and end-of-life plans.
The NokBox organizes the contents of file cabinets, junk drawers, random papers, and device information into a PHYSICAL DOCUMENT VAULT.
Buried in Work helps you organize your estate assets online and offline. Estate planning tools like the Clear Kit keep Information organized while Information Hubs provide guidance on everything from discussing your wishes with your children to closing your parents' online accounts. Service provider directories provide links to support products and services.
Future File uses a paper workbook system to facilitate easy organizing of important documents and information like Wills and Powers of Attorney. It includes storage buckets for digital asset information so your family, friends, executors and estate settlement team can easily find what they need during a family crisis, emergency, incapacitation or death.
My Data Diary allows you to store your personal, private data in various locations including the cloud, on a computer or even on an external storage device. You can download a free version of the product too. This product will especially appeal to the non-techy crowd. DLA are big fans.
My Life Packet is the old-school chamption on the block of all vaults. A 120 page document simplification "machine" with 60 pages of worksheets and pre-labeled tab separators, it's a low-tech 3 ring binder solution. It includes an official “Five Wishes” Document (a $5 value), accepted in most U.S. states. The binder will be mailed to you.
Legacy Now protects your most important information, documents, and other materials in one secure location—ensuring your estate plan is organized and accessible to your loved ones when they need it the most. There are some fun features this product offers like photo gallery storage.
There are perhaps hundreds of online digital vaults online but what sets My Life & Wishes apart is its Founder, Jon Braddock. I've been following Jon for years and wouldn't miss his weekly video podcast. His show, "Estate Planning Nightmares" fascinates with real-life stories centered around the dangers of ignoring the importance of estate planning.
PASSWORD MANAGERS
1Password combines industry-leading security with award-winning design to help its customers manage passwords, personal data, and credit cards. The New York Times ranked it #1 in 2024 because it "offers the best combination of features, compatibility, security, and ease of use. 1Password is worth the $36 per year. Try it free for 14 days.
Keeper is one of the world's most trusted and downloaded password managers. The program's software generates, stores, and auto-fills strong passwords while protecting customers and all of their devices, while safeguarding documents.
Click the link above for a 15% discount.
Bitwarden is consistently ranked as one of the top password managers by esteemed publications. In 2024, The New York Times, CNET and Wired all ranked it at the top. Their basic version, which will work for most people, is FREE while their Premium version is about $10.
WILLS AND TRUSTS
Whether creating your estate plan or settling someone else’s, Trust and Will's easy-to-use products are designed to help you rest assured.
Click the link above for a 10% discount.
GoodTrust empowers you to easily and securely create a Will, Trust and Directives in order to create a digital estate plan.
Watch their 1 minute video to learn more.
Use code: "GOODTRUST10" to save 10%.
Life Legacy allows you to create a digital Will that can be used for planned gifting to a charity of your choice. Select from the many options.
Click HERE to start your Will and other Life Legacy documents. All for $119.
MONEY MANAGEMENT
Sabal Finance is a collaboration tool for multi-generation families to help manage the finances of older adult family members while protecting their independence. Sabal will let you test drive the product for 14 days. Connect accounts, centralize contacts, store documents and track tasks. This is a unique, easy-to-use all-in-one swiss army knife of family money management tools.
VIRTUAL (ONLINE) NOTARIES
Gotary matches estate planners and digital life and asset advisors, companies, and consumers with trusted and trained credentialed professionals. Notaries are available locally and virtually through a nationwide network.
Connect with a notary from Notarize℠ online via a virtual meeting. Network in seconds and complete a legally compliant notarization.
Using innovation, technology, and electronic signatures Cyberize It will legally notarize your document, anytime from anywhere! The online process can be done from your cell phone, tablet, or computer.
PHYSICAL ESTATE SALES & AUCTIONS
MaxSold makes the process of selling a large volume of contents quick and fun. MaxSold connects sellers with an extensive network of buyers to sell everything within 2 weeks.
Use code "DLASave250" before 12/31/23 for your auction before 2/28/24 and save $250.
Transform estate sales and home transitions with our expert-guided, full-service solution. Sell on our secure, curated online marketplace, trusted by over 2M registered bidders. Contact Daniel Ceballos at (513)273-0886 for a free consultation or inquire at EBTH.com.
Doyle delivers high quality appraisal and auction services. Based in New York, Doyle has Beverly Hills advisors who provide auction and appraisal services for all major categories including Jewelry, Fine Watches, Fine Art, Silver and more.