Frequently asked questions

AssetOrganize is a secure app that helps individuals and families organize the important information their loved ones may need in the future — legal documents, financial details, insurance, assets, digital accounts, emergency instructions and more — and decide who can access it.

It is for anyone who wants to plan ahead: individuals organizing their own affairs, couples and families preparing together, and people acting as an executor or trusted contact for someone else.

Supported documents are encrypted on your device before they are stored, your account can be protected with two-factor authentication, and role-based access means you decide exactly who can see each part of your information.

Only you and the people you explicitly invite. You assign each person a role — such as co-owner, executor or trusted contact — and control what that role is allowed to see.

AssetOrganize is being released as mobile apps for iOS and Android. Store links will appear here as soon as each app is publicly available.

Visit the Help & Support page or email our team. We are happy to help with questions about your account, the app or your data.

You can request deletion of your account and associated data at any time. See the Account & Data Deletion page for the steps.