SafeHerit レビュー 6

At first I tried SafeHerit with the sole intent of transferring important data to my family in case something happens to me (can't be too cautious!).

Now that's all set, I do have much more peace of mind, but I also found SafeHerit to be an excellent platform for storing and managing various information in the same spot (digitized documents, important passwords, account numbers...).

Having a secured online copy of sensitive documents has been really useful, and surprisingly quick and easy to set up on my own. And that is the single most important feature: privacy. If you don't want anyone to have access to it, you should be able to set it up yourself and update it easily.

It's not that difficult to be prepared and organised after all, you just need the right tools!

I've got assets scattered across three countries, because life gets complicated when you operate cross-border. I'd been meaning to sort out the what happens if I get hit by a bus question for years. Tried password managers, tried a physical folder in the safe. None of it actually solved the real problem: making sure my wife could piece everything together without a six-month hassle.
SafeHerit actually nailed it. The easy encryption is what got me through the door. Everything else is a bonus.
The Pulse Check feature is genuinely smart.
I also liked that I could segment the family stuff, a business partner gets the corporate details...
Setup was painless. Doesn't feel like you're filing a regulatory return. If you've got properties, multiple bank relationships, investments in different jurisdictions. this is just practical.
Saved me from being the guy whose family spends two years untangling his financial life. That alone is worth it.

This is an essential service. Glad someone is providing it in such an easy way.

In a quest for increased efficiency and to stay on top of everything, I have organized much of my life digitally. When it came to organizing my finances, however, there were specific criteria that were difficult to meet.

I was looking for a method that would allow me to:

1. access a complete and up-to-date picture of my financial data at any given time
2. ensure the data is stored with a high level of security
3. organize it in such a way that, should it become necessary, the information could be transferred under circumstances that *I* define, to people that *I* select

Enter Safeherit. When I discovered the tool, I was sceptical about how secure it could be, as my understanding was that data stored on most cloud platforms could theoretically be accessed by third parties.

I did some research to better understand this and realized two things:

1. Safeherit chooses to operate with a zero-knowledge architecture and does not harvest customer data for business insights. Many other cloud platforms rely on data collection as part of their business model. Safeherit’s approach is to avoid this entirely.
2. Safeherit is flexible in its use. In need of a tool that will be reliable in a "knock-on-wood" moment to transfer information to others based on preselected criteria? Check. In need of a super-safe aggregator for all your financial data so you can have a complete overview? Check. In need of a method to store work information, passwords, etc that can only be released to co-workers under pre-defined circumstances? Also check.

Safeherit appears to address these needs. So far, I am happy with my choice.

Safeherit is exactly the kind of website I am looking for. I have heard horror stories from friend’s whose relatives passed unexpectedly and the complexity surrounding handling inheritance assets is real - even if there is a will in place.

After using Safeherit I got some real piece of mind in terms of how to ensure my assets will be known and distributed to my family and friends according to my wishes once the inevitable time comes.

My main concern about these types of sites is security however I think their security system is extremely robust.

SafeHerit solved one of my biggest headache ! I like to be discreet with my finances and assets, but sometimes life does not go as planned...

With SafeHerit I could securely inventory sensitive information such as crypto holdings, bank accounts and even company details, and decide who I let know about it if I'm not here anymore.

The whole system is clever and easy to use. The option to leave a personal message and a video for your loved one is a great attention.

While I intend to live a long time I feel relieved to know that it's there !