Resources

Information to help you in our ever-changing world

Blogs

Tips, Insights, and Strategies for Successful Legacy Management and Estate Administration

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Technology

Standards

We adhere to standards from organizations such as ISO, ANSI, W3C, HR-XML consortium and other new and emerging standards from groups such as the IEEE.

Integration Architecture

Providing RESTful APIs means that certified third-party vendors can easily integrate with our solutions. Our pre-configured API is ready “out-of-the-box” for both inbound and outbound integration.

Security

One of the most crucial concerns facing users today is the security of online systems to protect against increasingly complex cyber-attacks. Our datacenters are equipped with intrusion detection systems to monitor, detect, and automatically alert appropriate personnel of security incidents. Our systems use a sophisticated security model with full encryption. All access to system components is permission-based and we enable a robust, multi-level, scalable, security system for all secure cloud platforms. Our use of Multi-Factor Authentication (MFA) combined with encrypted login credentials and on-going vulnerability monitoring ensures your information is always protected.

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Compliance

Global Legislation for Wills & Estates

A Global or International/Multi-jurisdictional (GoIM) Will is a type of international Will that is governed by the Convention on the Uniform Law on the Form of an International Will. In Washington, D.C. on Oct. 26, 1973, an international treaty was adopted by UNIDROIT, the International Institute for the Unification of Private Law. GoIM Wills can be used to distribute, to beneficiaries, real estate and other assets located in any country globally, regardless of the law governing succession. This is possible because the Convention establishes a set of formal requirements that must be met for a single Will to be valid in all countries that have ratified it. To-date, only the following countries have introduced the requisite domestic legislation to recognize GoIM Wills: Australia, Bosnia-Herzegovina, Belgium, Canada, China, Croatia, Cyprus, Ecuador, France, Holy See, Italy, Iran, Laos, Libya, Niger, Portugal, Russian Federation, Sierra Leone, Slovenia, UK and USA .

A GoIM Will is a useful tool for people who live or own assets in multiple countries. This type of will guarantees that the will of the testator is respected in all places where he has interests. GoIM Wills must fulfil the following requirements:

  • Testator must be at least 18 years old and of sound mind.
  • The GoIM Will must be written in a language that the Testator understands.
  • The GoIM Will must be wet-signed by the Testator and at least 2 witnesses.
  • The GoIM Will must be dated.

In addition to the formal requirements established by the Convention, GoIM Wills must also comply with the legal requirements of the country in which the assets to be distributed are located and legalized by an embassy or consulate in the place where the GoIM was issued. The main advantage of GoIM wills is that the Will is respected in all countries that recognize them, where a testator has interests. GoIM Wills can also be successive to allow for modification or revocation and can cover many scenarios such as:

  • Testator lives in Canada and owns real estate in Italy and Portugal could use a GoIM Will to dispose of their assets in all 3 countries.
  • Testator works in Australia and owns real estate in their home country of Canada could use a GoIM Will to dispose of their property in Canada.
  • Testator has children in various countries could use a GoIM Will to appoint guardians for their children upon their death.

Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)

RUFADAA is a law, developed by the Uniform Law Commission (ULC) in 2015, that provides the Executor of an Estate, or a lawyer, with access to an individual’s online accounts after death or should they become incapacitated. RUFADAA is the revision of UFADAA (Uniform Fiduciary Access to Digital Assets Act) which was passed in 2014 to provide Executors with access to a decedent’s digital assets, including unknown passwords and login information, allowing them to fully administer a decedent’s estate. RUFADAA extends the power traditionally given to the Executor of an Estate or a Trustee when managing someone’s tangible assets to also include their digital assets.

Today, 49 states have passed the Act or similar legislation, with legislation pending in Massachusetts as of November, 2022. The Uniform Law Conference of Canada adopted the Uniform Access Digital Assets by Fiduciaries Act (UADAFA) in August, 2016. UADAFA is mostly consistent with the RUFADAA provisions and so provides similar administration privileges. However, to-date only a few provinces have enacted UADAFA. Saskatchewan, Prince Edward Island and New Brunswick have enacted or are currently reviewing UADAFA provisions in provincial legislation

Estate Administration Laws (G20)

Canada

USA

Retirement Associations

Canada USA
Argentina Italy
Australia Japan
Brazil Republic of Korea
China Mexico
France Russia
Germany Saudi Arabia
India South Africa
Indonesia Türkiye
The European Union The African Union
The United Kingdom

Developer Tools

API For Developers & Resellers

Our API allow Developers and Resellers to integrate any internal or external 3rd party applications with its software solutions. Developers can create complementary applications in virtually any language and business area and utilize data from our data store. Our Application Programming Interface is a RESTful API that provides secure, authenticated, access to users, data, audit information and more.

Since data security is of primary importance, the Web Service is secured via TLS using HTTPS. In addition, access will only be allowed from known, and approved, customer and partner IP addresses to further secure and prevent unauthorized access to the data store.

The Web Service utilizes Javascript Object Notation – Web Services Protocol (JSON-WSP) for its ease of readability for software developers as well as lay people. It includes a number of methods to allow access to:

  • Security information
  • User-defined configuration data
  • User Legacy data
  • Estate Administration data

The structure of the API documentation is in a request and response format. Data elements referenced in any request or response will be mapped to specific tables and fields in our data store to aid in 3rd party software development.

 

Mobile Application

The dBox mobile app provides customers with secure access to all of their sensitive and confidential information. It enables you to stay current anytime and from anywhere

Click on the Google Play icon below to download the dBox app from the Google Play store. The app is compatible with Android version 10 or later.

Click on the Download on App Store icon below to download the dBox app from the App Store. The app is compatible with iOS version 13 or later.

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Support

Sales

Contact our Sales group for help with subscriptions, licensing, business partnerships and more. Mon – Fri 9am to 6pm EST

Support

Need help using our software? Our Support team is available via phone and email. Mon – Fri 8am to 8pm EST

   

Investor Relations

For media, press and investor relations inquiries, please contact us by clicking the link below.

   

Have Any Questions? Let’s Start the dialogue.

We’d love to hear from you. Please complete the form and click the “Send Message” button or call or email us.

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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