Optimised for estate planning and administration
Organise
Organise estate documents plus records of accounts, assets, investments and insurance policies. From wills to passport numbers and advisor details, everything has it's place.
Maintain
AI assistance, personalised suggestions and simple workflows make it easy . Our support team is also available anytime to help you along.
Share
Adding a spouse or partner as a collaborator is easy and makes sure that your family's essential information is accessible whenever it's needed.
Family ID
Insurance
Taxes
Property
Finance
Legal
Intuitive design
Stronghold's clean dashboard that provides you with an integrated AI assistant plus an overview of your family's estate information organised into familiar categories. It displays suggestions, recent activity and your items to complete.
The categories are intuitive and easy to navigate so that everything is accessible when needed.
Family ID
Insurance
Taxes
Property
Finance
Legal
Suggestions and simple workflows
Stronghold is a guided system to help you understand inheritance tax and organise your estate. Just ask the assistant or select a suggestion in your dashboard to get started.
Adding a new record opens a simple workflow to gather important information that is then organised in a simple summary. The workflows guide you and suggest documents to upload, service providers to add and other related records to create.
Incomplete records are conveniently listed in your Stronghold dashboard so that you can gather information and pick up where you left off.
Sharing and collaboration
Add a spouse or partner to your Stronghold as a trusted collaborator to ensure that essential family information is accessible if you're not available.
Share documents and images using secure links to view and download the files that you share. Each link remains available for only 24 hours so that you're always in control.
