How does Covet organize and protect my assets?
Easy to enter assets:
- For physical assets, you can use the Photo Asset Capture feature. With minimal effort, you can capture a photograph of your physical assets, receive matches to quickly compare with and select to auto populate the item title, description and value.
- For banks and financial accounts, you can link your accounts directly to Covet and your balance information is automatically shared with your Covet Vault.
- For digital files, simple navigate to the file's location and upload to Covet.
Protecting assets involves not only cataloging the assets, but also accurately recording information about how you want those assets handled should something happen to you. In Covet, you can list your beneficiaries and allocate your assets to those people.
Organization:
All of this information is consolidating into one easy-to-understand place - your Covet Vault. You can see a summary of everything of value you own, your total net worth, beneficiaries, allocations and critical planning documents.
Protect:
- When you are entering all of the above information into Covet, you are self-creating a will and an Estate Summary document that can protect your assets down the road by laying out your wishes clearly for your estate managers.
- If you experience a disaster such as fire or flooding or other damage, your Estate Summary serves as a clear record of what you owned and values for insurance claims.
- All information is held securely on our encrypted database and backed up.
See these other helpful articles:
What is the Covet Estate Summary?
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Covet does not provide any legal, investment, accounting, financial, and/or tax advice. The Covet site includes access to software and self-help materials, which are not substitutes for the advice of an attorney, financial advisor and/or accountant.