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How It Works

  • Upload important documents and information for access when and where you or a trusted Agent need it.
  • An Agent is a trusted individual you designate to access the documents of your choosing on an individual document basis. Assign one Agent or assign multiple agents; its up to you.
  • Choose the level of accessibility for your Agents: require all Agents be logged in simultaneously before the document is accessible, or set up a timed release of 30 days after an Agent tries to access a document.

Suggested Uses
icon_check Store a health directive  icon_check Protect digital assets
icon_check Control access to financial documents
icon_check Create a digital Will icon_check Store and share your
Life insurance plan
icon_check Create a family emergency plan
icon_check Keep copies of tax returns  
icon_check Store mortgage papers icon_check Manage and share business documents



How TrackEstate Can Help You

By providing an intuitive and encrypted method of sharing documents and information TrackEstate.com gives its customers peace of mind and organization. We provide suggestions of over 75 important documents and information you should store and provide others access to in the event of death or incapacitation, a lost document, a military deployment or a simple need to share a document.

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Guaranteed Security

TrackEstate.com utilizes the same encryption, transmission, and storage security as the largest and most secure financial institutions in the world. The Agent access system allows Users to assign multiple Agents to their uploaded documents on an individual basis and easily and intuitively customizes how those Agents access the information. You may want your spouse accessing some documents while your accountant and children have the ability to access other documents. The possibilities are endless and are all secure with the Agent access system.

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TrackEstate Gives Back

At TrackEstate we believe it’s our duty and joy to give back to causes that improve this world. We decided that the people that enable us to give back, our customers, should be able to take part in this. We feature three different charities and you, the User, get to vote on where your portion of the annual donation should go. 

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