Policyholder setup in secure personal and financial information storage and chatbot access by trusted individuals

A computer system for providing digital asset storage, management and/or retrieval services, the computer system comprising one or more local or remote processors, transceivers, servers and/or sensors, the computer system configured to:

• with a storage user's permission, via the one or more processors and/or transceivers, enroll the storage user in a digital asset storage, management and/or retrieval service, wherein enrolling the storage user optionally includes establishing an account record associated with the storage user;
• receive from the storage user, via the one or more processors and/or transceivers, information about one or more access users associated with the sotrage user;
• accept and store, via the one or more processors and/or transceivers, digital assets associated with the storage user, wherein the digital assets relate to one or more of a life insurance policy, a homeowner or renter insurance policy, a vehicle insurance policy and a medical insurance policy;
• send, via the one or more processors and/or transceivers, a notification to one or more of the one or more access users informing the one or more access users of an opportunity to use a digital asset service;
• receive from the one or more access users, via the one or more processors and/or transceivers, a request to enroll in the digital asset service;
• enroll the one or more access users in the digital asset service, wherein enrolling the one or more access users includes storing information associated with the one or more access users in an account record associated with the storage user;
• and
• send to the one or more access users, via the one or more processors and/or transceivers, information about an access user app that the access user can download onto a communication device and use in connection with the digital asset services.

A non-transitory computer-readable storage device storing instructions that, when executed by one or more processors cause the one or more processors to:

• enroll a storage user in a digital asset storage, management and/or retrieval service, wherein enrolling the storage user optionally includes establishing an account record associated with the storage user;
• receive, from the storage user, information about one or more access users associated with the storage user;
• accept and store digital assets associated with the storage user, wherein the digital assets relate to one or more of a life insurance policy, a homeowner or renter insurance policy, a vehicle insurance policy and a medical insurance policy;
• send a notification to one or more of the one or more access users informing the one or more access users of an opportunity to use a digital asset service;
• receive from the one or more access users a request to enroll in the digital asset service;
• enroll the one or more access users as the storage user's access users in the digital asset service, wherein enrolling the one or more access users includes storing information associated with the one or more access users in an account record associated with the storage user;
• and
• send to the one or more access users information about an access user app that the access user can download onto a communication device and use in connection with the digital asset services.