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Estate Assist Announces Tools To Help Financial Professionals Organize And Protect Client Assets

Submitted by Technology Tools for Today on February 12th, 2015


Professionals can now manage and protect clients’ entire asset pictures, including digital assets and identities, by using Safe by Estate Assist.

Estate Assist, a first-of-its kind company that protects individuals’ key documents, digital assets, and identities, now enables financial professionals to go beyond managing financial assets by using their flagship product, Safe.

With the popularity of robo-advisors on the rise, there is a growing need for financial professionals to differentiate their offerings and go beyond financial asset protection. Financial planners, advisors, and their firms can now work directly with Estate Assist to offer Safe to their clients and begin populating their clients’ important information and financial documents before transferring the account to the client.

Safe by Estate Assist gives individuals one place to store records of financial assets, digital assets, personal account information, and important life documents. Individuals have the ability to securely share this information with family or trusted advisors, now or upon proof of death or incapacitation. Safe also includes industry leading identity theft protection, making it the most comprehensive life-planning and protection service on the market.

“We recognize how important it is for financial professionals to go beyond protecting a client’s financial assets and take a more holistic approach to asset protection,” said Estate Assist Founder and CEO, Woodrow Levin. “Providing Safe to clients is a way for financial professionals to differentiate their practices, securely exchange documents with clients, and protect the digital assets and identities of clients as well."

Estate Assist has already launched the new functionality with financial professionals throughout the United States. “We’re excited to provide our clients with Safe in order to protect their digital assets and identities. The added ability to exchange documents with clients has made our practice run more efficiently, increased engagement with our clients, and they love having their important information centralized and accessible.” said Ashley Dominey Stewart, Wealth Manager at Efficient Wealth Management, LLC.

To request more information, please visit https://estateassist.com/partnerships

About Estate Assist
Estate Assist offers a life planning and identity theft solution, Safe, that includes secure storage of important personal, financial, and digital assets, along with critical life documents, that can be accessed and updated at any time. All of this data can be shared with family or trusted advisors now or upon proof of death or incapacitation. Estate Assist is helping everyone prepare for tomorrow, today. Learn more at estateassist.com

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