Loaded | Frequently asked questions

Frequently Asked Questions

Find answers to common questions about Loaded and how it can help you securely manage your valuables.

General Questions

What is Loaded?

Loaded is a secure app designed to manage your valuables and legacy. It acts as a Digital Safe, enabling you to track luxury assets, organize estate documents like Wills and POAs, assign heirs, and simplify valuables management in one intuitive platform.

How do I get access to Loaded?

Access to Loaded is provided through invite codes, typically offered by wealth advisors, financial institutions, or insurance providers. Many advisors include Loaded as part of their services, either complimentary or at a discounted rate. Check with your advisor to see if they provide access to the platform.

Are discounts available?

Yes. Loaded partners with wealth advisors, insurance providers, and other professionals to offer discounted or fully covered access codes. Check with your provider for details and have them contact us.

Who do I contact for support?

Our support team is here to help! Reach out directly through the app or email support@loadedwealth.app

What are the minimum device requirements for Loaded?

Loaded requires iOS 13.0 or later for Apple devices and Android 8.0 (Oreo) or later for Android devices. Ensure your device meets these specifications for the best experience.

Features

What types of assets can I track on Loaded?

Loaded supports over 20 categories of luxury assets, including art, watches, motor vehicles, jewelry, wine collections, and more. Estate documents like Wills and insurance policies are also central to the platform, ensuring a comprehensive view of your estate.

How does the AI asset capture feature work for luxury?

Simply take a photo of your luxury item, and Loaded’s AI will identify, categorize, and organize it within the app, minimizing manual entry. The process is seamless and precise.

Can I track asset valuations?

Yes. Loaded allows you to monitor the value of your assets over time and keep appraisals up to date, ensuring an accurate understanding of your valuables.

How does Loaded simplify document management?

Loaded uses AI-powered tools to create smart summaries of your most important estate documents, such as Wills, life insurance policies, and powers of attorney. The platform also offers a conversational Q&A feature to clarify their details, making complex documents easy to understand.

To make the process even more seamless, Loaded introduces the Magic Email feature: when you’re ready to add documents, the app sends a secure email to your inbox. Simply reply to that email with the documents attached, and Loaded will automatically store them securely, summarize their contents, and provide actionable insights. Everything is integrated back into your Digital Safe for easy access and management.

Estate Planning

Can I assign heirs to my assets?

Absolutely. Loaded enables you to assign heirs to specific assets directly within the app. You can also add notes or record a video with detailed instructions for each heir.

How does Loaded integrate with my will?

Your digital records in Loaded can complement your legal Will by serving as an addendum. When you assign an Estate Manager, we’ll provide the necessary documentation for your lawyer to incorporate Loaded into your Will, making it binding. Estate Managers can then easily reference the app for clarity and accuracy. While legal recognition may vary by location, using Loaded ensures your intentions are clearly documented, reducing the risk of misinterpretation.

How does the Estate Manager role work?

The Estate Manager is someone you trust to oversee your wishes. Sometimes you may choose the same person filling as your executor or simply a family member like a spouse or child. They gain secure access to the necessary details and ensure your assets are transferred according to your plans.

Why not just detail luxury asset assignments in my Will?

While you can include luxury assets in your Will, most people update their Wills far less frequently than they acquire new assets. Loaded allows you to keep your asset assignments up to date in real-time. Additionally, once a Will is probated, it becomes a public document. Keeping some asset details outside your official Will, securely managed within Loaded, ensures greater privacy while still providing clear guidance to your Estate Manager and heirs.

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