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New Estate Planning Tool: Estate Assist

Digital lock

A new online estate planning tool aims to help users store all of thier online passwords, social media accounts, digital health records, banking information, and other paperwork. 

Estate Assist works as an online safe deposit box that stores your online and offline information in one place.  In addition to helping users choose which accounts to add, Estate Assist uses an API from Intuit to automatically pull linked accounts and prompt users to change updated information in Estate Assist.  Once all of your assets have been uploaded, users can choose to share the accounts with designated trustees such as friends, family, or their lawyer.