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SECURED ESTATE:
EASING THE STRESS
OF END-OF-LIFE PLANNING

Helping you create, manage and store your will, trust,
financial account information and estate documents.

READ MORE





SECURED ESTATE:
SIMPLIFYING THE ESTATE PLANNING
AND MANAGEMENT.

Guiding you through estate planning from
creation to storage to ongoing management.

Learn more


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WHAT IT IS

Secured Estate is an all-in-one, secure estate planning and financial management
system that allows you to create and store important documents and account
information for your executor(s) and beneficiaries.


CREATE

From simple wills to complex trusts and estates, Secured Estate helps you
prepare and store end-of-life documents that accurately record your assets and
clearly state your wishes.


MANAGE

Consolidate and track your financial accounts in Secured Estate, providing you a
complete picture of your financial assets, and your executors and administrators
access at the appropriate time. Access to your accounts and the necessary
documents helps simplify the probate process.


STORE

Storing all your important documents is simple and secure with Secured Estate.
Upload images, such as ID cards and passports, and documents such as wills,
insurance policies, bank statements and property titles.


SIMPLIFY ESTATE PLANNING AND FINANCIAL ASSETS MANAGEMENT

Customize documents, storage and access in a state-of-the-art secure
application.


CREATE

Secured Estate walks you through the process, step by step, allowing the
customization you need. Create wills, trusts, healthcare proxies and durable
powers of attorney. Determine who gets access to what.


MANAGE

Securely view all your financial accounts and assets in one location. Secured
Estate connects to over 15,000 financial institutions in the United States and
Canada to pull information from bank and investment accounts. Data is encrypted
to ensure security.




SECURE

Secured Estate uses leading edge security protocols to ensure all your
information is protected. Working with top security experts in encryption
technology means you can confidently store your end-of-life and financial
information.


CHOOSE

Smartphone, tablet or computer? It’s your choice. Initial uploads may be easiest
from a computer, but Secured Estate enables full access regardless the device.


LEARN MORE

Access our blog to learn more about end-of-life planning.

Wondering what elements MUST be included in a will? Confused about the benefits
of creating a trust? Have questions about the probate process? Our attorneys
share their expertise on these and many other topics related to end-of-life
planning. Secured Estate wants you to understand all the pieces involved as you
create your plan.

Learn more



OUR TEAM

Secured Estate is led by a highly talented group of attorneys and technology
innovators.

JENNIFER GREENLEE WASHINGTON

VP and General Counsel

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COREY WASHINGTON

Founder and Chief Executive Officer

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ERNESTO LEE

Chief Technology Officer

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THE IMPORTANCE OF SECURITY

Tips to increase your safety when working in Secured Estate.

Secured Estate implements groundbreaking security protocols that keeps your data
safe. All of the user’s and beneficiaries’ relevant data such as personal
information, financial records, and estate documents are securely stored on the
Blockchain. The data is fully owned and managed by the user and only made
visible to the beneficiary when the property is transferred using the private/
public key pairs on their wallets.

All the contracts that relate to transfer of powers of attorney upon the demise
of the grantor and all estate-related actions and transactions will be performed
under HIPAA (Health Insurance Portability and Accountability Act) which is a
federal law that defines the rules and limitations on who can access the medical
records or obtain health information.

Learn more


Consider adding anti-virus protection, spyware, anti-keylogging software and a
firewall to protect your computer and private information from access. The
annual or monthly fee for these services more than pays for itself in peace of
mind.

Always create a strong password with a mix of letters, numbers and special
characters. Don’t share your password or write it down. And don’t respond to an
email that requests personal information. Secured Estate will never request your
personal information via email.

Learn more


THE PROCESS

Secured Estate’s step-by-step process for estate planning.


WILL OR LIVING TRUST

This can be an existing document that you upload or create from the beginning.

More info


HEALTH AND POWER OF ATTORNEY (POA)

Add a healthcare proxy and POA, important in case you are unable to make medical
and other critical decisions about your estate.

More info


PROPERTY AND ASSETS

Enter information about individually and jointly-owned property and assets that
have a named beneficiary including life insurance policies, retirement accounts
and annuities.

More info


FINANCIAL INFORMATION

Add information about your banking relationships--checking, savings and
investment accounts. Include any other property that has specific instructions
in your will.

More info


FAMILY TREE

Providing family information ensures your Executor or Administrator can
accurately follow the terms of your will, expediting the probate process.

More info


ADDITIONAL INFORMATION

Finally, complete a questionnaire identifying the location of your will or
trust, and important documents regarding your assets and personal property. This
section also includes a place forpersonal messages to family, loved ones and
beneficiaries, and specific instructions not documented elsewhere such as what
to do with your social media and email account(s).

More info


ONGOING MANAGEMENT

Access Secured Estate as needed to update family information, modify
instructions or add/delete documents as circumstances change.

More info


OPTIONS FOR ALMOST EVERY SITUATION

Secured Estate features allow you to create the estate plan you need.


REVISIONS

Revise your information in Secured Estate, from documents to specific
instructions to your family tree. Make revisions to your Last Will and
Testament, or create a Living Trust (included in the Plus and Premium packages).


EXPENSES

Manage expenses related to estate planning. Review transactions, categorize
spending and create alerts for payments due. Also allows your
Executor/Administrator to build custom reports from transactions and categories
(Premium only). This feature is included in the Plus and Premium packages.


TRUSTS

Create a Special Needs Trust to care for a disabled loved one. Secured Estate
provides the framework to ensure Supplemental Security Income (SSI) and Medicaid
benefits are not jeopardized by what’s left to him/her in your will. This
feature is available in all packages.


ESTATE PLANNING

Create or revise your estate plan. Through a guided questionnaire, create custom
estate plan documents. An optional attorney review (and advice) ensures your
documents accurately and legally reflect your wishes. This feature is available
in the Premium package.


A SOUND INVESTMENT

Secured Estate offers flexible pricing options that fit your circumstances.

 * Free
 * $0.00 / month
   
   
   
   
   
   
   
   
   
   
   
   
   
   
 * Signup

 * Standard
 * $29.99 / month
 * FINANCIAL ACCOUNT TRACKING 1
   
   
 * POWER OF ATTORNEY
   
   
   
   
   
   
   
   
 * MANAGE EXPENSES
   
   
   
   
 * Signup

 * Standard Annual
 * $340.00 / year
 * FINANCIAL ACCOUNT TRACKING 1
   
   
 * POWER OF ATTORNEY
   
   
   
   
   
   
   
   
 * MANAGE EXPENSES
   
   
   
   
 * Signup

 * Plus
 * $49.99 / month
 * FINANCIAL ACCOUNT TRACKING 2
   
 * LAST WILL & TESTAMENT
   
 * POWER OF ATTORNEY
   
   
   
   
   
   
   
   
 * MANAGE EXPENSES
   
   
   
   
 * Signup

 * Plus Annual
 * $570.00 / year
 * FINANCIAL ACCOUNT TRACKING 2
   
 * LAST WILL & TESTAMENT
   
 * POWER OF ATTORNEY
   
   
   
   
   
   
   
   
 * MANAGE EXPENSES
   
   
   
   
 * Signup

 * Premium
 * $99.99 / month
 * FINANCIAL ACCOUNT TRACKING 3
   
 * LAST WILL & TESTAMENT
   
 * POWER OF ATTORNEY
   
 * HEALTHCARE DIRECTIVE
   
   
   
   
   
   
   
 * MANAGE EXPENSES
   
   
 * ISSUE CUSTOMIZED REPORTS
   
 * ATTORNEY REVIEW
   
 * Signup

 * Premium Annual
 * $1,150.00 / year
 * FINANCIAL ACCOUNT TRACKING 4
   
 * LAST WILL & TESTAMENT
   
 * POWER OF ATTORNEY
   
 * HEALTHCARE DIRECTIVE
   
   
   
   
   
   
   
 * MANAGE EXPENSES
   
   
 * ISSUE CUSTOMIZED REPORTS
   
 * ATTORNEY REVIEW
   
 * Signup

 * Premium Trust
 * $169.99 / month
 * FINANCIAL ACCOUNT TRACKING 5
   
 * LAST WILL & TESTAMENT
   
 * POWER OF ATTORNEY
   
 * HEALTHCARE DIRECTIVE
   
   
   
   
   
   
 * LIVING TRUST
   
 * MANAGE EXPENSES
   
   
 * ISSUE CUSTOMIZED REPORTS
   
 * ATTORNEY REVIEW
   
 * Signup

 * Premium Trust Annual
 * $2,000.00 / year
 * FINANCIAL ACCOUNT TRACKING 5
   
 * LAST WILL & TESTAMENT
   
 * POWER OF ATTORNEY
   
 * HEALTHCARE DIRECTIVE
   
   
   
   
   
   
 * LIVING TRUST
   
 * MANAGE EXPENSES
   
   
 * ISSUE CUSTOMIZED REPORTS
   
 * ATTORNEY REVIEW
   
 * Signup





CONTACT US

We’re here to help.

Secured Estate Inc.
260 Peachtree Street, Suite 2200, Atlanta, GA 30303 Email
info@securedestate.com
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