Manage your Financial Information in Groups with your Trusted Ones!

Make Legacy Planning easier with Collaboration.

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What is
Collaboration Group?

It’s a smart way to manage your asset details and share the right information with the right people by creating groups.

Give each group a meaningful name and assign roles based on how each person supports you in your journey.

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Financial Advisor

might manage your accounts

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Your Spouse

may know details you’ve forgotten

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You might be holding important papers for your

Parents Asset’s

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Trusted Friend

could help you organize documents.

What Roles Can You Assign in a Collaboration Group?

Seamless Sharing and Total Control

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Real-time Sharing

Share your asset listings in real-time with family, friends, and trustees providing awareness and guidance when it matters most.

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Share During Terminal Illness

Through terminal illness sharing, facilitate seamless asset information transfer during critical health conditions, providing timely access to your loved ones.

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Posthumous Sharing

Maintain control over your legacy by enabling posthumous sharing, ensuring your assets remain private until after your passing.

Why Does it Matter?

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Fits a Busy Lifestyle

Life gets hectic. Let trusted family members or advisors help manage and update your assets, so everything stays accurate without adding to your to-do list.

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Share with Control

Give view-only access to avoid unwanted edits or deletions. Your important information stays safe while still being available to the right people.

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Support the Ones Who Aren’t
Digitally Savvy

Not everyone is comfortable with digital platforms. Step in to help parents, grandparents, or others manage their finances and documents without overwhelming them.

Enables Professional Management

If you are working with a CA, lawyer, or financial expert, share only what they need, securely and with the right permissions, while staying in full control.

Plans Designed for You!

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Premium Plan

Create multiple groups with different people

Assign view, edit, or manage roles based on involvement

More flexibility and control

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Free Plan

Create 1 Collaboration Group

Great for sharing with one trusted person or a few close ones

Simple and secure to get

Not sure where to start? Try these

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Family Group

Everyone can view, but only your sister can update the files.

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Finance Group

Your financial planner gets access only to investment-related files.

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Legal Group

Your financial planner gets access only to investment-related files.

You stay in control, while the right people help in the right way.

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More Control, No Confusion

Mitt Arv helps you share the right information with your trusted ones giving them the right access at the right time.

Download the Mitt Arv app and create your Collaboration Groups today.

More Control, No Confusion

Information

Secure

People

Time

Head over to our FAQ’s section for quick answers.

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