PURCHASE
Repository

Planned Estate and Trust
Keep everything organized in one location.

$150.00
USD
USD

Annual Subscription or Pay Monthly

Prevent probate issues. Notify your loved ones of the items you have left them. Can be sealed until your death certificate is provided.

PURCHASE
$240.00
Shared-Property Scheduling

Reservations, Calendars, My Bookings, and Check-in/out for usage tracking

USD

Annual Subscription or Pay Monthly

Silver Plan

Real-time accounting and shared-property management

$360.00
USD
PURCHASE

Annual Subscription or Pay Monthly

Prevent malfeasance - ensure full transparency.

PURCHASE
$480.00
Gold Plan

Staff management with all management tools.

USD

Annual Subscription or Pay Monthly

PURCHASE
Estate Rentals

Global Accommodations Network
(GAN) for vacation home rental. Requires our reservation system.

$140.00
Annual USD

[ + ] 15.00 per Booking

PURCHASE
$View Rates
Extra Services

Real-time accounting, inventory data entry, and trust management entries.

Call-in, text, email, or mail your data.

Per Item Subscription

Slider

Trust  Estate  and Assets
Management Cloud

 

Pick from the full range of professional management tools.

Or

Include the Repository with your will or trust, so your beneficiaries know
where to go to obtain and manage what you have left them.

Estate and Trust Management Systems

Estate and Trust Assets Management Software Solutions

  1. Unlimited users
  2. Capture and organize receipts
  3. Manage beneficiaries, staff, and vendors
  4. Secure cloud access
  5. Image Storage 2GB | Silver 4GB | Gold 6GB | [ + ]

Repository

$19.99

Monthly Plan

Silver

$44.99

Monthly Plan

Gold

$59.99

Monthly Plan

Included with plan

Privacy and Protection

Non-Disclosure Agreement

Repository Seal - Death Certificate Required

Professional Services

Trust Assets Accountability: Auditing and Certification

Accounting

Estate accounting - mobile functions and real-time sharing

  1. Data export and import: Excel and CSV
  1. Upload or mobile snap photos of bills, receipts, and checks
  1. Enable or disable beneficiaries real-time viewing rights

Vendor Database

Reports visualization

Shared-Property Management

Scheduling Component - Rooms or estate usage bookings

Check-in/out - Automation

  1. Track room or estate usage

Property cleaning service scheduling automation

WiFi Remote Lock - Integration (option)

Channel Management: Booking.com, Expedia, Tripadvisor, Airbnb…

Assets Management

Physical Inventory - Tracking Database with mobile image capture

Asset Benefaciery Designation

Estate Trust Data and File Repository

Staff Management - Remote Automation

Staff database and profiles

Sign-in/out Time Tracking System - mobile functionalities

  1. Geolocation tracking (option)

Work requests and task assignments - mobile functionalities

Work confirmations - with photo or file verification

  1. Smartphone required for instant photo upload

Communications

Private Intra-site Messaging

Automation

  1. Notify Beneficiaries of expenses
  1. Reservation Notifications
  1. Check-in/out Notifications
  1. Schedule housekeeping services with your cleaner

Options [ + ]

Setup and Training

Initial Setup - Assistance (1-Hour)

$69.99

$69.99

$69.99

Live Training: Live Online (private 1-Hour webcast)

$49.99

$49.99

$49.99

Optional Room Rental Reservation System Setup

$15 per room

$15 per room

Room and Estate Reservations - Global Channel Integration

$69.99

Premium Tech-Support - Annual Subscription
(24-Hour Response)

$99.99

$99.99

$99.99

Optional Services

Image Storage Encryption - Additional 6GB (Annual Rate)

$60.00

Estate Management

$$

$$

$$

Bill Scan and Data Entry

Simply mail, email, call-in, or text your bills, receipts, statements, and management activity, and we'll take care of the data entry.

$

$

$

Physical Inventory Data-input

$

$

$

Customization

$$

$$

$$

Optional Solutions

On-site tablet based sign-in app

$

$

$

Private Domain

$

$

$

Extra Security - IP and Device Login Restriction

$

$

$

Slider