Digital estate settled with SecureSafe and LegacyNotes

2021-03-24
-
Author:
DSwiss

With SecureSafe's digital estate, you can already ensure that important documents and login data are available to your surviving dependents in the event of your death. As our customer you will now also receive 50 percent discount on the services of LegacyNotes and have thus settled further important points of your digital estate in no time at all.

On the one hand, the digitalization of our everyday lives means that we have to think about many other points when making provision for death. These include logins for social media profiles and e-mail accounts, for example, or subscriptions and memberships to online services. On the other hand, digital tools can help us to manage the estate better and more easily.

Here's how SecureSafe's digital estate helps

At SecureSafe, we provide you with the digital estate function for this purpose. You store important access data, documents and other information in our highly secure data storage. You then determine which people should have access to it in the event of an emergency.

If this occurs, we set a multi-step process in motion. You will then be informed via e-mail and text message as soon as someone uses the activation code for data inheritance. You can then still stop the process within an individually defined blocking period.

In all this, this function is not only aimed at family and friends as recipients of the data, because you can define several authorized persons and specifically assign documents and login data. Business partners, for example, then only get access to information that is relevant to them.

LegacyNotes: Step by step to retirement planning

So with SecureSafe, you have regulated how you pass on documents and information securely in the event of an emergency. However, that is only one point. Another is: What do I need to arrange for my digital estate and how does it work? This is exactly where our partner LegacyNotes can help. As a SecureSafe customer, you get a 50% discount there.

What does this service offer you? LegacyNotes supports you in making important decisions yourself in good time, instead of imposing them on your relatives or surviving dependents. These include funeral wishes, living wills and advance directives. In addition, you can use an inheritance planner to check your inheritance situation in the near future and take measures, such as drawing up a will.

A free "pension simulator" shows you, with the help of a short survey, which to-dos are still open for you. The service then helps you to create the necessary documents step by step.

In addition, you can help your survivors keep track of everything with the Survivor Assistant: The system guides your survivors through the tasks that need to be completed by them.

Last but not least, to make sure everything is always up to date, LegacyNotes regularly reminds you to check your details and information.

Keeping your information and documents safe

Of course, data protection and data security are important in this topic. With SecureSafe, your information is protected at the level of a Swiss bank. For example, the data is encrypted multiple times and secured three times. More about this on this page.

LegacyNotes is also committed to the security of your information. Here, of course, they are also encrypted and are located on web servers in Switzerland. The company complies with the applicable data protection legislation in Switzerland and the European Union's General Data Protection Regulation.

Just like SecureSafe, LegacyNotes has no way to decrypt the stored information.

Closing words

By the way, both SecureSafe and LegacyNotes don't just come in handy in the event of death. You can use our data storage to always have important access data at hand. LegacyNotes, on the other hand, lets you keep track of your estate, insurance policies, online subscriptions, memberships and other relevant data.

In addition, remember that these provisions are not only important in the event of death: if you should be temporarily unresponsive or unable to work, these services can also be very helpful for relatives, colleagues and partners.