How It Works

Curious how Estate in One Place works?

You’re in the right place! We created this handy guide to walk you through the whole process.

Use it to explain Estate in One Place to loved ones. Or use it to make your own decision about whether Estate in One Place is right for you. 

How It Works

Curious how Estate in One Place works?

You’re in the right place! We created this handy guide to walk you through the whole process.

Use it to explain Estate in One Place to loved ones. Or use it to make your own decision about whether Estate in One Place is right for you. 

A red thread loops from a needle stuck in a spool.

How to Set Up Your Account

The Initial Set Up

Setting up an account is easy.

Click Sign Up at the top. Select your subscription, either monthly or annual.  

Add the package of your choice to your cart and click “View Cart.”

Once your payment has been processed, our team will create your account. You’ll receive an email with a temporary password and instructions for logging in.

When you log in for the first time, MAKE SURE YOU CHANGE THE TEMPORARY PASSWORD.


You also have the option of setting up a two-factor authentication for increased security. This will send a code to your text messages or email every time you log in. You will need to input that code after your password in order to access your account.

We highly suggest this extra step to keep your account secure.

Recording Your Information

Once you’re signed in, the system lists categories of important information: personal, financial, family, contacts, documents and accounts, end of life, pets, and veterans benefits. 

Click on each section, and fill in the relevant information. 

The task may seem daunting at first. To make it easier, we’ll send you six, weekly emails that will guide you through tackling a little bit at a time. 

Additionally, each section will prompt you for more information than you may need.  For example, if your children are small, you’ll likely only need to record their birthdate, birthplace and social security number. But there are spaces for a driver’s license, address and names of a spouse and children. 

Updating Your Account

You can update your account whenever you like!

Click the Client Access link above. Then log in and change whatever information is out of date. We recommend you review your information annually and make any necessary changes.

Yes, you read that right. Update your information at least every year!

You might think nothing has changed much in a year. However, our clients are often surprised by how much they need to update.

Think about it. Did you start seeing a new doctor in the last year? Pay off a credit card? Add a new monthly bill? Welcome a new family member?

Life happens fast. But we’ve got you covered! 

We’ll send you a short series of emails each year, prompting you to update your information.  

How Loved Ones Access Your Account

Giving Access to a Co-Owner

Your account can be yours alone. Or you can add a spouse or partner for no additional cost. 

From your account settings, send an invitation to a Co-Owner. They will receive their access to your shared account via an email. 

Your co-owner will be able to add their information in a tab separate from yours. You’ll both be able to see and edit each other’s information as well. Some sections will include a spot shared information, like joint bank accounts and the healthcare providers you both see.   

Giving Access to an Authorized User

Authorized Users are like Co-Owners, except you can limit what they can see and do. You decide what sections the authorized user has access to and whether they can edit any information. You can choose to send their invitation right away or later on, when you’ve finished entering everything in. 

Authorized Users could be your children, relatives, close friends or the lawyer who’s managing your affairs. 

It’s entirely up to you. You may decide, for example, to give a personal assistant access to the family section of your account so they could keep addresses of your loved ones updated.  

You also can delete authorized users if you no longer want them to have access.

No Need to Share Passwords with Loved Ones

After you send their invitation, both Co-Owners and Authorized Users will create their own username and password into your account. There is no need to share your password or your login information. Authorized Users will be able to access the sections of your account, according to your wishes. 

If ever you become unable to communicate your vital information, your loved ones will be able to access the account without your assistance. 

Military-level Security for Your Personal Information

Our Security Policy

The confidentiality of your personal information is of utmost importance to us. That is why we have implemented a variety of administrative, physical and technical protections to safeguard your privacy. 

No one has access to your information but you and your selected loved ones. 

Andy can’t see any of your information.  

Neither can My Life and Wishes, which powers our software.

The Encryption

We implement end-to-end encryption, ensuring your data is secure — from your web browser, to our servers and everywhere it is stored and backed up for redundancy. 

In fact, our software uses AES 256 encryption, which is used by banks and the U.S. military. 

From the moment you start using the application, we use 2048 bits of encryption power. That’s equivalent to a number that is 617 digits long and impossible to guess.  

Your personal data is encrypted again every time you access it, either by adding more data or by retrieving information you’ve already added. It’s stored in a hosting provider that has around-the-clock physical and biometric protections, firewalls and intrusion detection systems.

A woman with a computer in front of her kisses the baby on her lap.

Two-Factor Authentication

Each user in your account has the option of setting up two-factor authentication. This step is not required, but will provide an extra layer of protection to your account. 

Every time you log in with your password, you will be prompted to give a unique code. The code will be sent to your text messages or email, depending on your choice when you set it up. Watch this video for more guidance. 

Your Role in Protecting Your Data

Do your part to keep your data secure by storing your password in a safe place and by making it hard for someone who knows you to guess. Remember, you don’t need to share your password with anyone. Instead, give a loved one their own password-secured access by making them an authorized user