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.