What information should I store within each category of the Shared Trust app?

There are 8 categories on the Shared Trust app. Below is a listing of vital information that you should maintain a record of (download a copy of this list here):

Personal Messages

  • Funeral requests (e.g., specific cemetery, cremation, organ donation, scientific research).
  • Special notes for friends and family.
  • Confessions

Important Contacts

  • Who has financial and medical power of attorney?
  • The Full name, Contact Info, ID, Passport and Tax number, Marriage information, or any other applicable information for yourself, spouse, parents, children, business partners and other parties.
  • The contact details of your Religious Leader, Accountant, Attorney, Banker, Insurance Broker, Executor, Mentor, Adviser, Employer and Close Friends with any special requests or arrangements already made with these contacts.

Personal Medical

  • Health Conditions, Allergies, Physician(s), Medications, Pharmacy (with medication script), Medical History, Dietary Restrictions

Policies

  • Health/Life/Disability/Funeral/Vehicle/Home/Travel/Legal/Freight/Commercial Insurance policies.
  • Key man business policies and buy/sell agreements for the business.

Passwords

  • Social media / Email / Web hosting account, Laptop and Cell phone lock-screen details
  • Note: DO NOT use the Shared Trust app to store your bank account passwords, as this may be a violation of the Terms and Conditions agreement that you have agreed to with your financial services provider. If you need a Trusted Party to have access to your bank accounts, speak to your financial institution about nominating your Trusted Party as your Power of Attorney.

Banks Accounts & Investments

  • List of financial institutions and your account numbers (do not store any banking or investment account passwords)

Property

  • List of residential, commercial and storage properties owned or rented.
  • Location of your postal mailbox and safe custody box
  • Utility details (e.g. electricity, rates, levies, phone, water, security provider’s account number and contacts).

Other Valuables

  • Location of the original or certified documents – your Last Will and Testament, ID, Passport, Marriage Certificate, Safety Deposit Box, Tax documents, Signed Sureties, Vehicle Registration and Logbook.
  • Loyalty programs (e.g. flights, hotels, stores) – with account details
  • Vouchers and Gift Cards
  • List of assets and liabilities.
  • Valuables such as Jewels, Art, Collectibles, Furnishings, Electronics, Vehicles

What happens to my sensitive records if my premium subscription lapses?

Your records are stored for 12 months after your payment due date on a paid plan (so that your trusted parties can access it if you’re not accessible). It’s deleted immediately upon cancellation of your subscription.

What happens if I downgrade my subscription from a paid plan to the Personal Lite Plan (free)?

Your sensitive records categories that were unlocked on a paid plan will be unavailable to access and you will not be able to add new secret records if you have exceeded your secret record limit.

I cannot log in to my account. A secret question and photo ID verification was requested. What should I do?

Please answer the secret question and complete the secret photo ID verification. We request this if you have logged in from a new device, changed your contact information or password. We will perform a manual verification on the answers to the secret question and photos, and unlock your account or request you to take the photo ID verification again (if the images were unclear).

How are my secret records stored securely with the Shared Trust app?

No data is stored on your device. Data is encrypted on your device before it is transmitted and stored in an encrypted format on the cloud.

The access keys to your secret records are also encrypted again using another encryption algorithm. Your user profile and your trusted parties’ profiles have specific system policies that allow only you to access and decrypt your secret records. All the cryptography functions work seamlessly in the background.

How do my trusted parties know that I have nominated them with access to my secret records if something should happen to me?

Your trusted parties will receive an email address once you nominate them. They can download and install the Shared Trust app at any time (even if you are currently inaccessible) if they use the same email address that you have used to nominate them. They can see that they may have access to your secret records (if they are unlocked) on the Community tab of the Shared Trust app, and they can also report on your current status (if you are missing, disabled or deceased).

How does the Shared Trust app differ from other methods of storing information securely?

From personal messages and passwords to policy details, bank account numbers, the location of title deeds, emergency contacts and personal messages—in cases of emergency, people currently have limited, unsecured options of storing these records (e.g., in their email accounts, writing their passwords in a physical notebook that unauthorised persons can access unlawfully, or a password manager on their phone that can be stolen). With the Shared Trust app, these secret records are captured and stored in encrypted format on secure cloud storage, off your device. Your trusted parties will only be able to access the decrypted records once the conditions that you specify are met.

On the “Scan the front screen” what can I use as a substitute to my identity document?

You do not have to take a photo of a government issued identity document. It can be a picture of any unique object that we can use to verify that the person who signed up with that unique object is the same person who is trying to verify themselves with that object. E.g. It could be a credit card, a photo of their jewelry, your running shoes, signature, etc. – something unique to the user that is easily accessible to you for future verification attempts.

How do I delete my account on the app?

Click “Cancel Subscription” button on the Account Screen

Can I change my Contact Details?

The email address and phone number fields are not editable.

If a user wants to change their email address, they must first add another email address, verify that email address, and then click Set Primary on the additional email. When the user clicks Set Primary, the un-editable email address at the top of the screen is updated. A user cannot change their phone number on the app.

Can Multiple Additional Email Addresses be Primary?

No, only one email address is primary. Why offer multiple email addresses? Because I may add you as a Trusted Party on your work email address, but you sign-up for the app with your personal email address. By adding you work email address as an additional email, you can then be my Trusted Party.

My OTP and Temporary Password Expired. What can I do?

Please note that the OTP and Temporary Password expires after 15 minutes. You can request a new OTP or Temporary Password (limited requests can be made).