Here you can find answers to the most common questions about Estate Clarity. We’re always improving—especially with your feedback—so don’t hesitate to reach out and ask a new question if you don’t see the answer here!
What is Estate Clarity?
Estate Clarity is a web and mobile platform that allows professionals and their clients to collaborate in the cataloguing and valuing of property.
When we say professionals, we mean financial advisors, estate professionals like trust officers and estate attorneys, and we mean insurance brokers and agents. We also mean estate sales professionals and insurance professionals who can help you with valuing, claims, and quoting.
Why should I use Estate Clarity?
- Insurers require that you keep an inventory of valuable items to prove ownership in the event of a loss. Don’t get stuck with the burden of having to replace precious items simply because you may not be able to prove you own them or recall what you own. High value categories of personal property, such as jewelry, art, antiques, guns, electronics, and coin collections, are usually limited to $2,500 worth of coverage total! It’s wise to purchase extra coverage, called a rider or endorsement, up to the limit on these categories. Estate Clarity makes that easy and helps you communicate with your insurance broker or financial advisor to help you navigate this process.
- Insurers limit coverage of your personal property based on the type of property in your house. Make sure you aren’t underinsured by taking a proper inventory of your home contents with Estate Clarity.
- Estate Planning and Estate Settlement processes are easier and cheaper when an accurate inventory is available. Record values, a desired heir, or wishes to sell or donate any item in Estate Clarity easily.
- Peace of Mind
- Most estates, unfortunately, are disputed and take far longer than most people assume to settle after the death of a loved one. One of the hardest parts on the family is organizing the sheer volume of items in an estate. Don’t let this happen to your family.
How much does Estate Clarity cost?
- For Estate Professionals, Insurance Agents/Brokers, Financial Advisors and Attorneys, please contact firstname.lastname@example.org for pricing information.
- Estate Clarity is free for individuals and their families but you must be invited to create an Estate by your Financial Advisor, Attorney, Insurance Agent or Broker.
- For professionals: Contact email@example.com to set up an account for your business
- For individuals: When your professional advisor (financial advisor, insurance broker, or attorney) has added you to their account, you will receive an with setup instructions. If you believe you should have received an email but haven’t, please reach out to us (firstname.lastname@example.org). And its always a good idea to check those spam folders!
Using the Mobile App
- How do I download the Mobile App?
- The Mobile Application is free to download and is available on iOS devices. Simply search for “Estate Clarity” in the Apple App Store.
- How do I download the Mobile App?
- Does Estate Clarity have an Android App?
- Estate Clarity’s Android app is coming soon! Sign up for our mailing list (at estateclarity.com/#stay-connected) and we’ll be sure to let you know when that’s available.
- Does Estate Clarity have an Android App?
How can I edit my profile?
- Click the hamburger menu at the top right-hand corner of the app and select ‘edit profile’
I don’t have anything valuable. Should I still be using Estate Clarity?
- You’re underestimating yourself! Whether or not you think you own anything valuable, you should go through the process of creating an inventory to ensure you’re covered in the event of a total loss.
- For Estate Planning purposes, your inventory isn’t just limited to things that you paid a lot for. Think of the sentimental value of the objects you own and whether or not they are important to people or organizations that mean a lot to you. Most of us have something important that we can envision someone we love enjoying after we pass. Estate Clarity is the place for those items!
How should I name my estate?
- Anything you want! Make sure it is a name that will make sense for you and your collaborators. Some example: Jones Family, Jones, Grandma Jones.
Who should I invite to my estate?
- Family, friends, trusted advisors, etc.
How many items should I add to my estate?
- As many as you want!
- Start with the important items first. We like to say, “If your house was on fire, which items would be irreplaceable?” or
- Start Room by Room or
- Start with items that are insured or you NEED to be insured
I messed up naming my estate. How can I rename it?
- Contact email@example.com and we will correct the name of your estate for you.
When I add or edit a collaborator in my estate, their name doesn’t show up the way I’m typing it in! What gives?!
- In this case, the email address you’re entering for the collaborator is already associated with a user who is in the system. Please adjust the name by adding Full name, middle initial, etc.
I see “Pending” next to a person’s name in the collaborators list. What does this mean?
- This means you have added a collaborator, but they have not confirmed/activated their email and created a profile in Estate Clarity yet.
“Add and Invite Later” -- What does it mean to add someone as a collaborator but invite them later?
- The Estate Lead might wish to inventory all of the items in the estate as a first step, then invite Collaborators in for discussion and decision making. ‘Add and Invite Later’ allows the Estate Lead to assign items to members prior to inviting them in to work in the Estate.
How do I catalog?
- If you’re having trouble getting started, Estate Clarity can help. Reach out to us at firstname.lastname@example.org and we’ll get you started.
How many photos can I take?
- You may take a maximum of 10 photos per item.
The photos aren’t clear. Help!
- Estate Clarity will allow you to preview your image prior to saving. Please click ‘retake’ and click where you need the strongest focus to appear in your image and retake the photo. If it is still blurry, click the hamburger button in the top right hand corner of the screen and export your estate. This will send you a report with your items and a corresponding zip file with the higher resolution images
- If your images are still blurry, please email email@example.com
How do I remove items from my estate?
- Right now, you can’t remove items from your Estate. If you make a mistake, you can always edit the item. If you have any major issues with this functionality, please contact us.
What kind of items should I be cataloging?
- Anything you believe is valuable!
What information is important to include?
- Description, Category, Value (estimated), Destination
How do I delete an item?
- If you are the Estate Lead, submit a request to delete an item from an estate by emailing firstname.lastname@example.org with the name of the Estate and the items you wish to delete.
Why doesn't my camera work?
- Apple requires that users grant permission to apps that wish to access your camera. When you click the add item icon the app will automatically prompt you to either grant or deny permission to use your camera. If you accidentally denied permission for the app to access your camera, open the Settings on your phone, scroll down to apps and select the Estate Clarity icon, then grant access to your camera.
How can I see if the items are being allocated fairly?
- Use our Analytics page by pressing the graph icon on the toolbar and selecting ‘recipient’ in the ‘filter by’ dropdown menu. This will show you a distribution of the estate items by assigned member
How do I know that my information is secure?
- Estate Clarity encrypts all of your data with industry standard 2048 bit encryption. Your data is secure and Estate Clarity has your best interests at the core of what we do.
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