TrustSafe LLC vs Settle

TrustSafe is a private digital vault that securely stores your most important estate planning documents in one safe place. Easily upload and manage documents such as wills, trusts, medical and financial powers of attorney, deeds, trust certifications, and insurance information. Digital estate planning documents are legally recognized and carry the same authority as paper documents. Your documents are protected from loss, damage, theft, or unauthorized changes, while remaining instantly accessible when banks, hospitals, attorneys, or loved ones need them. You no longer have to worry about where documents are kept or rushing to retrieve them in critical moments. TrustSafe respects your privacy. Your activity is never tracked, and your data is never sold. Features Securely upload and store estate planning documents Identify beneficiaries and important parties Record the physical location of paper documents Unlock your account using Face ID View, share, download, or delete documents with one tap Public Features Free information-only accounts to help loved ones locate paper documents Public name search to see if you are named in an estate plan or if a deceased loved one’s documents are stored in a digital vault Request estate documents for a deceased loved one with valid proof of death and identification All documents remain private during the owner’s lifetime and are never released without proper verification.

Being named an executor is a 12–18 month job nobody trained you for. Settle tells you what to do next — one clear step at a time — from the day you start to the day the estate closes. Settle is an organizational tool, not a law firm, and does not provide legal advice. A PLAN BUILT FOR YOUR STATE Answer a few questions and Settle builds a step-by-step plan for your state and situation, with deadline reminders so nothing slips. Every step explains why it matters and how to do it, in plain language. WE SHOW OUR WORK Every deadline names the statute it came from and the date we last checked it — tap "Where this comes from" and read the source yourself. Steps are marked Required, May be required, or Recommended, so a court requirement never looks like a habit we made up. Where a licensed attorney hasn't reviewed your state's steps yet, the plan says so instead of pretending otherwise. PHOTOGRAPH IT, NEVER LOSE IT Snap any statement, bill or notice. Settle saves it instantly and opens a filing card you can tag in two taps — the paperwork pile becomes a searchable vault. EVERY ASSET AND DEBT IN ONE PLACE A clear inventory of accounts, property and debts, with the net estate value at a glance — what the court and the family both want to know. A LEDGER THAT HOLDS UP Log what you paid and what the estate paid, attach the receipt while you still have it, and see what's owed back to you. Settle flags what would weaken the accounting — spending with no receipt, money you haven't reimbursed yourself — while there's still time to fix it. REPORTS THE COURT AND THE CPA ACTUALLY WANT Inventory report and expense ledger as PDFs in one tap. Plus the receipt packet: your ledger numbered line by line, each receipt on its own page carrying the same number — so nobody goes hunting for them one at a time. EXECUTOR FEE ESTIMATOR Estimate the fee from your state's statutory schedule where it sets one. Where it sets no percentage, Settle won't invent a rate — it shows what the court actually weighs instead. YOUR DATA STAYS YOURS Everything stays on your device, protected by your device's encryption. No ads, no trackers, and we never sell your data. Your raw data export is free, forever. HONEST PRICING The Estate Pass is $149.99/year (or $19.99/month), starting with a 7-day free trial — no four-figure concierge, no hourly billing, no desktop software. If you ever stop subscribing, everything you've built stays readable in the app and your export stays free. WHAT'S FREE, WHAT'S PAID Free forever: your complete plan for your state, every deadline reminder, the inventory, the notice tracker, your first 10 documents, your first 10 ledger entries, and full raw data export. The Estate Pass unlocks unlimited documents and ledger entries, and the financial PDF reports: inventory, ledger, the receipt packet and the attorney packet. Your plan as a PDF, and your export with every document photograph, are free too. SUBSCRIPTION DETAILS Estate Pass Annual — $149.99 per year (about $12.50 per month), starting with a 7-day free trial. Estate Pass Monthly — $19.99 per month. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel in your App Store account settings. Terms of Use (EULA): https://tuhin-014.github.io/app-policies/settle/terms-of-service.html Privacy Policy: https://tuhin-014.github.io/app-policies/settle/privacy-policy.html IMPORTANT Settle provides general organizational information, not legal advice, and is not a substitute for a probate attorney. Its state checklists come from published statutes and court sources and show when they were last checked; no state's steps have been reviewed by a licensed attorney yet, and the plan says so. Requirements vary by state, county and situation — always confirm important dates and forms with the probate court or a licensed attorney.