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Frequently Asked Questions

What is the Portal?
The Portal is a secure online space where you can record your assets and liabilities to see your overall net worth. It also lets you nominate trusted people and professionals who can access your data (read-only) if something happens to you. The data is only updated by you, there are no automated feeds.

 

Who can use the Portal?
Anyone who wants to keep a clear, organised record of their financial and personal assets, and make this available to trusted people.
It’s especially useful for Will Executors, and also for families and Advisors helping clients with estate planning.

 

How do I create an account?
Click Sign Up on the home page, fill in your details, and verify your email address. Once registered, you can start adding your data and nominate users.

 

I forgot my password — what should I do?
Click Forgot Password? on the login page and follow the steps to reset it. If you still have trouble, contact our support team.

 

Can I use the Portal on my phone or tablet?
Yes! The Portal is mobile-friendly and works on all major browsers and devices.
However, we suggest the initial data entry is carried out on a PC/Laptop as there are templates to load your data available.

What types of assets can I record?
You can list any personal or financial asset such as property, bank accounts, investments, insurance policies, vehicles, pensions, and valuables. There are miscellaneous fields for non listed assets.

 

What types of liabilitiescan I record?
You can include any loans, mortgages, and other debts to get a complete net worth calculation. There are miscellaneous fields for non listed liabilities.

 

How is my net worth calculated?
The Portal automatically adds up your assets and subtracts your liabilities to show your current net worth.

 

Can I edit or delete an entry later?
Yes, you can edit or remove entries anytime from your dashboard. Your records are fully under your control.

 

Can I upload documents like policy papers or wills?
No, for securitry, we don't store documents. We advise that you keep this in a locked folder/cabinet.

What’s a Nominated User?
A Nominated User is your Will Executor and others you trust, such as a family member. These are people who can view your information after your death or under specific conditions you set. We term these as Nominees.

 

What is an Advisor in the Portal?
An Advisor is someone you use to hep with yoru finances; they can view details your have approved access too, to assist with financial planning or probate matters.

 

Can I have more than one Nominated User or Advisor?
You can nominate multiple Nominees and  1 Advisor/Professional. Each will have access levels defined by you.

 

How are my nominees notified?
Once nominated, they’ll receive an email with instructions to register. Actual access is only granted according to your chosen settings; this is the HOURS Amount you set on the portal - Please see "What is the HOURS field and how does it work" below.

 

Can I change or remove a nominee later?
Yes, you can update or remove Nominees and the Advisor at any time through your profile settings.

 

What is the HOURS field and how does it work
The Hours field sets a time period in hours that a Nominee/IFA must wait before they can see the Main Users data.
When a Nominee/Advisor logs on to the portal, the system will first check the Hours field.
 - If it is set to 0 (zero), it will allow access.
- Otherwise, it will send an approval/decline option to the Main User.
If they User DECLINES the Nominee/IFA, the Hours field will remain as is and the Nominee/IFA will be informed.
If the Main User approves, then the Hours field for that Nominee/IFA will be set to zero and access will be granted.
NOTE: If the Main User does not respond in the time set on the Hours field for that Nominee/IFA, the system will assume that Main User has a problem (they have protentially passed away) and will therefore allow the Nominee/IFA access.

 

It is therefore very important to select trusted Nominees and Advisor, and it is very important to set the Hours field to your preference. The Hours field has a default of 4 weeks (672 hours). Setting it to zero allows immediate access.

How secure is my data?
Your information is encrypted and stored securely. We use advanced security protocols to keep your data safe and host the portal on the Cloud with AWS.
We use 256-bit SSL encryption.
We ensure strong passwords are used and logins are via multi factor authentication.
Your data is also encrypted, we cannot see your financial data.
We donot store your card details.

 

What happens if a Nominee or Advisor tries to access my account without approval?
You’ll be immediately notified by email and SMS. There’s also a built-in time switch that allows you to stop or delay unauthorised access attempts.

 

Who can see my data while I’m alive?
Only you, unless you’ve granted limited access to a Nominated Users or an IFA. No one else can view your data without your explicit permission.

 

What happens if I lose access to my email or login?
Contact our support team, and they’ll guide you through a secure verification process to recover access (https://assetinheritance.com/contact-us/).

 

Does the Portal comply with data protection laws?
Yes, we comply fully with UK GDPR and other UK applicable privacy regulations.

The portal is accessible by your nominated users (Nominees and Advisor) depending on the settings you have made (please see the HOURS field in "Nominated users and advisor. The HOURS field)". The portal will keep running till the end of the subscribed term.

NOTE: the portal is to provide details of the finances held by the User only. Any action post a death must be made via the legal process (this information can be found online e.g. https://www.gov.uk/when-someone-dies).

 

How much does it cost to use the Portal?
The annual subscription costs are as per the pricing page, https://assetinheritance.com/#pricing

 

Are there any hidden fees?
No. Your subscription covers all standard features. We’ll always be transparent about pricing.

 

How do I pay for my subscription?
You can pay securely online with your preferred payment method. Renewal reminders are sent before your plan expires.

 

Can I cancel my subscription?
Yes, you can cancel anytime through your account settings (see our Terms and Conditions). Your data remains accessible until the end of your billing period.

 

What happens to my data if I cancel?
You can download your data using the export function before cancellation.  We will delete the data within a reasonable period post cancellation (see our Terms and Conditions).

Who owns the information I enter?
You do. The Portal simply stores and protects it for your use for those you authorise.

 

Does the Portal give financial or legal advice?
No, the Portal is an organisational tool. For legal, tax, or investment advice, please consult a qualified professional.

 

Is the data legally binding?
Information stored here is for record-keeping, not a legally binding will or contract. However, it can help executors post the death of a subscriber to the portal.

 

What if I move abroad ?
The portal is for the UK only.

The Portal isn’t loading properly — what should I do?
Try refreshing the page or clearing your browser cache. If that doesn’t help, contact our support team.

 

How can I reach support?
You can reach us anytime via the Contact Us form on the main website (Asset Inheritance Contact Form). Our friendly team will be happy to help!