For Estate Planners
See how estate planning firms use a client-initiated digital vault to stay connected to executors and the next generation — without violating solicitation rules.
Save administrative time
Clients arrive with documents already gathered and organized by category, so your team spends less time chasing paperwork and more time practicing law.
Improve client engagement
A client-initiated vault keeps your firm present between the signing and the day it's needed — a reason to stay in contact that respects bar solicitation rules.
Enable whole-family planning
Executors, healthcare proxies, and family members get the right access at the right time, so the plan you drafted actually works when the family has to act on it.