Rest easy knowing you’ve addressed everything.
Explore the simple power of Estate Map.
intuitive solution to modern estate planning needs.
Achieve best practices in the digital age.
a more comprehensive estate plan offering to your clients.
A modern tool to store and share information.
estate that’s easier for your loved ones to navigate.
A best-practices approach to avoiding digital dead-ends.
From funeral plans to Facebook, Estate Map helps you deliver a better estate plan. Clients today are storing an increasing wealth of information and assets digitally, often behind secure login names and passwords. Most estate planning hasn’t kept up, putting clients’ assets at extraordinary risk after death. Estate Map gives your clients convenient, secure tools to organize, store, update and share this valuable information while helping you deliver a comprehensive plan that addresses these modern challenges; helping attorneys achieve a new level of best practices. Traditional estate planning can finally include digital estate planning.
The power of smart planning in your clients’ hands—and yours.
A good estate plan is more than just legal documents. Estate Map helps your clients organize, store and share the broad variety of information critical to a comprehensive end-of-life plan: from final words to the location of the key to the riding lawnmower, your clients will take comfort knowing that the entirety of their information will remain secure, and will be automatically shared according to their wishes at the time they choose. You’ll offer a more comprehensive estate plan that addresses digital assets and imparts a wealth of additional information.
A modern tool for enhancing attorney-client relationships.
Good estate planning is ongoing, and clients often need your help the most long after you have delivered the documents. When clients face big changes, Estate Map keeps you informed so you can help them keep their estate plan relevant. It maintains the lines of communication with regular check-ins and reminders—and incorporates the loved ones and estate representatives who need to count on you when the time comes. You client gets ongoing, relevant advice while you get a robust client management tool.
Rely on state-of-the-art security and high level encryption.
Estate Map uses the same highly-robust security configurations favored by entities protecting some of the most sensitive and valuable assets in the world, such as banks and other fiscal software services. While fancy terms like SSL, multi-factor authentication, complex key relay, hashing, and salting may mean nothing to you, you’ll be happy knowing that Estate Map combines them together to protect users with some of the best security techniques available in the marketplace. When it comes to estate planning of online and digital assets, your clients need to know their data is safe.
Quick, intuitive information gathering meets seamless integration.
Estate planning involves a lot of information, but Estate Map makes it easy for clients and their attorneys. The attorney registration process is free, easy, and fast. Our Fast Track Interview tool helps clients quickly identify and share the basic information you need to draft a will, power of attorney, healthcare documents, and a trust if desired. Then, clients are easily guided through the collection and organization of a wealth of other information to help them create a truly comprehensive plan. Finally, for client-facing continuity, attorneys can seamlessly replace the Estate Map branding with their firm’s branding.
A powerful, simplified proxy process.
Proxies are the people selected by clients to have access to specific pieces of information at a time chosen by the client–either immediately, upon disability or after the client’s passing. All information stored by a client in Estate Map requires the designation of at least one proxy to ensure that it doesn’t remain trapped in cyberspace. Proxies are invited to register with Estate Map to ensure their ability to access the client’s important information at the time designated. Clients can use their Proxy Manager to review or change their Proxy selections at any time.
Export paper copies with ease into PDF format.
Clients concerned with the prospect of having only online access to their Estate Map can easily export a complete copy into PDF format; and the client is the only one with the authority to do so. Estate Map doesn’t want anybody feeling like their information is being held hostage. We want everybody using Estate Map because it’s the easiest, most reliable and secure place to store information that will get passed on to loved ones when it’s needed most.