customer
Estate Organization for Everyone
Easy, safe, secure estate management system. This is everything I needed.

EstateSync is one seamless platform for estate management. Securely store and organize information, collaborate with trusted contacts, and receive step-by-step guidance.
EstateSync (estatesync.co) has 14 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
14 approved reviews, newest moderated first
customer
Easy, safe, secure estate management system. This is everything I needed.
Brandon
Excellent alternative to storing important documents in a safe.
phil C.
We are very fortunate to have come across EstateSync. My wife and I have been revisiting our estate plan but were unsure of how to best organize it. The two of us have much more peace of mind now that we have a comprehensive and secure place to manage everything. We were also able to share our executor in case anything were to happen to us. Huge weight off of our shoulders.
Wayne
This is a fantastic service! The estate process is usually very cumbersome and EstateSync makes it so easy. I decided to use EstateSync because I want my family to be able to manage my estate quickly and efficiently in the event something happens to me. I highly recommend it.
Martin
EstateSync is fantastic! I started with my 7-day free trial and that is all I needed to continue my subscription. The interface is extremely user friendly; I now have all my information in one central and secure location, which was previously scattered around my office. Not only was I able to do it by myself (stress-free), any of my questions that did arise were answered promptly and professionally. I don't have this cloud looming over my head to get this done anymore and know that any changes needed to be made will be fast and easy. Not only do I like the ease of use, but it is cost effective and would recommend this product to anyone of my friends.
Danny
What a fantastic idea! This platform/service completely eliminated my concern of burdening loved ones with such a difficult process to navigate, such as settling my estate.
Jon B.
For years I put off the seemingly daunting task of having my estate prepared. After being the executor of a loved one who passed, I quickly learned that it is imperative to leave my own family with a much smoother experience should something happen to me. EstateSync has taken the guess work out of what to do next when I pass. This was a foreign subject to me and I was amazed by the compassionate guidance I received from EsateSync in organizing my own affairs. Rather than reading through hours of paperwork and not knowing exactly who to contact, EstateSync makes it easy by having all of the critical information in one centralized location. It's transparent and accessible only to the ones I want to have access. An enormous weight has been lifted with the ease of EstateSync. Thank you!
Ryan K.
What a weight off my mind! As I went through the onboarding I realized how stressful it was having all this stuff only in my head. The obvious worst case scenarios that would be made worse by me not having all this information in one place for my family and other trusted parties. Amazing service!