Support Center
Frequently Asked Questions
Clear answers about Assetly’s secure vault, beneficiary access, data ownership, and how it supports your estate plan.
What exactly is Assetly?
What exactly is Assetly?
Is Assetly a financial tracking or net-worth app?
Is Assetly a financial tracking or net-worth app?
Is my private data actually secure?
Is my private data actually secure?
What happens to my data if Assetly goes out of business?
What happens to my data if Assetly goes out of business?
How does my family get access to my records when they need them?
How does my family get access to my records when they need them?
Why do I need Assetly if I already have a will?
Why do I need Assetly if I already have a will?
How do I add my information to my account?
How do I add my information to my account?
What exactly can I store in my Assetly vault?
What exactly can I store in my Assetly vault?
Do my beneficiaries need to pay or set up an account right now?
Do my beneficiaries need to pay or set up an account right now?
Does Assetly create my legal will for me?
Does Assetly create my legal will for me?
How often should I update my vault?
How often should I update my vault?