We will email your Executor to advise them that they have been named as Executor and ask for confirmation. We will send reminders to you on a yearly basis to just confirm the details remain the same.
Yes, you can upload a video or photos. There are some limits on size.
When we are advised of someone’s passing, our internal process ensures their information is secured before it is passed to the Executor and relevant family members.
At this stage we only store bank name and account type but not the account numbers since the Executor can request those. We recommend the use of a specific password storage application.
Anticipate Life operates a continuous security and threat assessment program.
Anticipate Life stores your data in the cloud using several types of storage, depending on the type of data, including databases, file storage and other systems.
Anticipate Life operates in many countries that each have their own laws about data privacy and security. We continually monitor the regulatory landscape to identify changes and determine what action Anticipate Life needs to take to uphold our obligations in each jurisdiction.
You are the primary person that can access your data. If you invite another person to assist then you can grant them access. Your Executor does not have access. Your Financial Planner may be granted read only access to specific relevant sections. Our customer care team do not have access to details held in your account.
No. All credit card activity and information are handled by our third-party provider, Stripe.
Every account receives a 14 day free trial period. You simply add a plan to your account and the trial starts automatically. You will not be required to enter your credit card details to receive this trial period. During this trial we encourage you to see how you can make life easier for your family and those you leave behind.
Absolutely nothing. These people are invited by you to help you and our way of supporting you with that is at no extra cost.
A couple will have a lot of shared information like pets and assets but will still require separate information for individual end of life planning.
You can add to or change your information as many times as you like.
You can invite someone to be an Assistant by adding them to your account. You can have any number of Assistants you wish. There is online help available for every section and we are always available to help too, with general details, if you are not sure about a section.