Client Portal:

One place for every stage of estate planning

Give clients a simple, practice-branded portal where they can complete a Health Check, provide their estate planning information and organise important documents in Life Vault.

Clients use one login throughout the process, while your practice retains visibility over their progress and remains at the centre of the relationship.

A connected client experience

Estate planning can involve different steps over many years. The Client Portal brings those steps together in one secure place.

Clients can return to the portal to:

Complete an Estate Plan Health Check
Collaborate with your practice and lawyer on estate planning matters
Access completed documents
Organise important information in Life Vault
Update their information when circumstances change

Rather than sending clients between separate systems, your practice can provide one consistent experience from the first conversation through to future reviews.

Supporting clients through every stage

Estate Plan Health Check

A simple starting point for clients who are unsure whether their current arrangements are complete or up to date.

Clients answer a short series of questions and receive a personalised report highlighting potential gaps and areas to consider.

Estate Plan

A structured process for collecting the personal, family, financial and testamentary information required to begin estate planning.

Clients can complete information in their own time, save their progress and work with their adviser or lawyer when assistance is required.

Life Vault

A private space where clients can organise the documents and information their executors, attorneys or family may need in the future.

Clients decide what to include and who should receive access when required.

Your practice can provide and monitor the service without accessing the client’s private Life Vault information unless the client chooses to share it.

Keep clients moving with less follow-up

The Client Portal gives each client a clear place to return, continue their work and understand what needs to happen next.

Brief, relevant reminders encourage clients to take action rather than ignore or delay the process.

Your practice can monitor each client’s progress and step in when assistance is required.

Invite yourself as a client

Create an adviser account and invite yourself as a client to experience the Health Check, Estate Plan and Life Vault within the Client Portal.

Create adviser account