Confidant Solutions Inc’s technology selected as estate planning tool for members of the National Association of Estate Planners & Councils

Families and advisors can now track the location of vital information using secure technology.

Norwalk, CT (10/12/09) – Confidant Solutions Inc. announced today that Confidant, a technology for securely tracking and sharing vital personal information, has been added to the member benefits program of the National Association of Estate Planners & Councils (NAEPC), a leading multi-disciplinary organization of estate planning professionals. This relationship makes Confidant available to NAEPC’s estate planning professionals on preferential terms, enables interested professionals to serve clients with new technology, and provides clients who choose to use Confidant with better tracking of estate and other vital information.

Confidant’s service indexes the location of important documents and the contact information for key people, and enables users to grant access on an item by item basis to those who might need it, including siblings, children, or professional advisors such as estate planners. The concept of cataloging the whereabouts of vital documents, objects and contact information is not new – estate planners have long distributed paper questionnaires to clients. What is new is the simple web-based user interface and secure online sharing, which can be done with one’s family and professional advisors.

Confidant’s design employs icons and data fields which point to the location of key documents, as opposed to the more labor intensive process of scanning and storing them, and thereby also makes the information easier to keep current. Similarly, the Confidant design tracks the location of important accounts without listing the account numbers or passwords. Contact information for people with whom users would need to interact in case of emergency, and location of important physical objects, are also trackable within the system.

Security is a paramount concern for users, and Confidant has designed its system to using the same technology as leading e-commerce and online banking sites, prompting founder Samuel “Sandy” Haviland to explain “if you are comfortable with online banking, you can be comfortable with us.” Second priority behind security is ease of use, which lead to the icon-driven design.

“We are pleased that NAEPC has deemed Confidant to be a good fit within their member benefits,” commented Haviland. “In today’s complex world we certainly believe in NAEPC’s multi-disciplinary approach to getting ones affairs into order, and will be happy to have their members making use of Confidant.”

About the National Association of Estate Planners & Councils

The National Association of Estate Planners & Councils (NAEPC) is a multi-disciplinary organization of Accredited Estate Planner (AEP) and Estate Planning Law Specialist (EPLS) designation holders and approximately 210 affiliated estate planning councils. These councils represent approximately 23,000 members in 45 states, each of whom are the top attorneys, financial planners, insurance professionals, accountants and planned giving professionals within their communities. Please visit www.naepc.org for more information about the association of choice for estate planning professionals.

News Archive