About Us

You have worked your whole life to improve your own experience as well as to benefit your family and loved ones. Your life’s journey has left you with experiences, memories and tangible assets…

How do you capture all of this to benefit your children, family members, heirs and charitable institutions?

Regardless of the complexity of your life and estate, ask yourself these questions:

In the event of your death or incapacity, could your spouse, children or trusted advisors quickly and easily access your critical documents such as your will, power of attorney, medical directives or insurance documents?

Could they easily identify your digital assets and financial accounts?

Could they identify all the service vendors as well as the large and small details that allowed you to run your household?

Would they spend months or even years of frustration trying to locate all your of personal information, personal accounts and digital assets in order to comply with your final wishes?

 

Would they have a clear roadmap describing all aspects of your life and wishes or an impenetrable knot of information to try and unwind?

If the answer to these questions is no, we invite you to review the unique service we provide.

Properly organizing your personal, legal, healthcare and financial documents is challenging and time consuming. You can write it down, put it on your computer or even buy a specialized computer program. Ultimately, organizing and inputting your information is strictly your responsibility and it takes considerable time and effort on your part.

Consider if your accountant sold you access to his/her specialized tax preparation software and then asked you to fill in the information by yourself to complete your taxes. This is not an efficient use of your time or the reason you hired a tax professional to assist you. You hire an accountant for his/her time, accounting & tax knowledge, software and ability to properly complete your taxes.

The Estate Key takes a very different approach. We understand that you have busy personal and professional lives and that your time is one of your most valuable commodities. Depending on the level of service you select, we will help you organize and input all your data. We will assist you throughout the whole process. We will answer your questions, share our best practices for inputting the most critical data first. As a client, we will check in with you regularly to make sure you’re information is current and up-to-date. We believe that continuously engaging with our clients every step of the way is more efficient for the client and ultimately yields a better personal summary to share with your spouse, children, heirs and trusted advisors.

Our proprietary software is comprehensive, intuitive, private, highly secure and easy to follow. We will guide you through 28 different categories (Legal, healthcare, financial, personal wishes, etc.) and when you are done, you will have a comprehensive picture of your life. Furthermore, as your life changes so will your online document. You will be able to securely access the information from anywhere, on any device and so will your designated family members and trusted advisors. You maintain complete control at all time.

Complete your life’s hard work on behalf of your family. Don’t leave them with a frustrating and bewildering tangle of information to unwind. Give them the resources and instructions to easily understand your wishes as well as unlock the legacy you have left for their benefit.