One Solution for Legacy Management & Estate Administration for Life & Beyond.
dBox is an All-in-One, online, software platform to store, manage and share all financial, legal & personal documents with family members, trusted advisors and contacts. It also allows Executors or Personal Representatives to easily administer estates, file probate and more.
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How dBox works
Manage Legacy Info. & Share documents
- Legacy Management
Notify family, trusted advisors & contacts
- Legacy Management
Death or Incapacitation
Invitation to Executor/ Personal Representative
- Estate Administration
File Probate/ Legal documents & Distribute assets
- Estate Administration
Managing Legacy info. & sharing Documents
- Legacy Management
Notifying family, trusted advisors and contacts
- Legacy Management
Death or Incapacitation
- Estate Administration
Executor/Personal Representative invitation & registration
- Estate Administration
Filing Probate/Legal documents & Distribution of assets to beneficiaries
- Estate Administration
ONE PLATFORM, MULTIPLE SOLUTIONS
Simplify your Life: Discover the Power of dBox
Store, manage and share all financial, legal & personal documents with trusted advisors and contacts for life and beyond.
Individuals: Manage Legacies
Easily Store & Manage Your Most Important Information & Documents
1 Digital tool to manage assets, liabilities & legacy documents
Secure repository for your most important information
Collaborate with Trusted Advisors & share information
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Individuals: Administer Estates
Automatically get access to all information for Probate filing & Estate Administration
Automatically switch into secure estate administration mode
Access all decedent information in one place
File probate & mandatory returns quickly and easily
Businesses: Financial Advisors
Connect with next generation heirs to maintain relationships
1 Software application to help establish relationship with heirs
Role-based Access control for Advisory firms
Analytics to help advisors better serve clients and their heirs
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Businesses: Legal Firms
Provide digital tools to Wills & Estates clients
Make probate work easier, more accurate and lower cost
Enable branded tool for clients to deepen relationships
Reinforce belief that firm is the preferred choice for Wills & Estates work
Businesses: Banks and Trusts
Enhancing Banking & Trust Operations
Provide additional services for customers
Seamless integration with existing bank systems
Demonstrate value-add for specific customer groups
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Businesses: Associations
Empowering Associations with Digital Tools
No infrastructure or technical expertise required
Incremental paid/unpaid offerings to members
Not-for-Profit pricing plans
Multi-Generational Design
Fits users in a variety of environments
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Harnessing the Power of Artificial Intelligence
Get Insights, analysis and assistance
Personal and Business Insights to help you plan and succeed.
Ongoing Analysis to help you preserve family & generational wealth
Tools & Assistance for executors & trustees with estate administration
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FAQS
Frequently Asked Questions
Access is role-based and uses Multi-Factor Authentication. We use TLS/SSL Enterprise-level encryption for data in transit and at rest.
Yes, the software can handle estates in multiple jurisdictions and countries.
The Legacy Management software is subscription-based with various pre-defined terms. The Estate Administration application is based on a one-time fee.
Yes, you can try for free for up to 7 days. Automatic billing will begin after 7 days unless cancelled. You can cancel your subscription at anytime.
Individuals who wish to ensure that their legacy is preserved for future generations. Businesses and associations can also provide the application to customers and members.
The application allows for unlimited trusted advisors and contacts. Users can define settings for notifying these contacts and the role they are to assume.
There is no limit to the amount of data or documents that can be stored.
This software integrates with email, payment providers and more. Using the API allows for integration with unlimited 3rd party systems.