Company Performance Metrics
Asset Inheritance provides a secure digital portal for recording and managing personal estate information. The platform enables individuals to register and update details of assets, liabilities, policies, utilities, and will-related information in one centralized record. Users can view a snapshot of their net worth and maintain structured data that
supports will execution and probate administration. The service allows account holders to assign nominees, such as executors and family members, and an advisor who receive controlled, read-only access based on permissions set by the main user. A time-switch mechanism and configurable access rules govern when and what information nominees and advisors can see. The system focuses on reducing missed or unclaimed assets and helping families and executors access the information needed to administer an estate. Asset Inheritance is positioned for individuals, families, executors, and financial advisors involved in estate planning and administration.
