The EstateDigitalLockbox™ provides convenient online storage and retrieval of important documents.
The EstateDigitalLockbox™ allows your clients to manage, organize and share documents anytime from anywhere with a computer and an Internet connection.
The EstateDigitalLockbox™ provides convenient storage and retrieval of important documents. Wills, trusts, real estate titles, health and financial records are just few of the many applications.
Your clients will never worry again about misplacing documents or having such destroyed by an unforeseen event: Secure, available 24/7 from anywhere, and printable at the touch of a button.
Your clients will be able to collaborate with key family members and professional service providers such as CPAs, estate financial planners, doctors etc. A valuable tool for organizing and planning to ensure the affairs of one's estate are in complete order!Upload and Organize Your Documents
The EstateDigitalLockbox™ has a place for all your clients' files. It's simple to upload documents, spreadsheets, presentations, images, and audio files.