Life Vault:
Keep estate planning active after the documents are signed
Life Vault gives clients one secure place to organise their estate planning documents, important information and professional contacts.
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For your practice, it creates a structured way to help clients maintain their arrangements, identify when circumstances have changed and continue estate planning conversations as part of your ongoing advice service.
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Make completed plans easier to maintain
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Create regular review opportunities
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Help families find the right information and professional support
A private space for every client
Life Vault gives clients a secure, personal space to maintain their estate planning documents and important information under your practice brand.
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Your practice does not have access to information stored in the vault unless the client explicitly chooses to share it. This helps reduce the privacy, data-security and professional liability risks associated with holding sensitive client records. Your team can monitor whether the service remains active and prompt clients to review their arrangements without accessing the contents of their vault.
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Clients remain in control of their information and can make it available to their executors, attorneys or other authorised people when it is needed.
Completing the estate plan is only the start
A client’s circumstances, assets and nominated people can change over time.
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Life Vault gives your practice a practical way to keep estate planning part of the ongoing advice relationship. Regular reviews can help identify when information needs to be updated or when the client should return to their adviser or lawyer.
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This turns estate planning from a one-off transaction into an ongoing service for the client and their family.
One place for the information their family may need
Clients can use Life Vault to organise the documents and information their executors or attorneys may need in the future.
This can include:
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wills and powers of attorney
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superannuation nominations
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financial assets
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real estate
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company, trust and SMSF information and documents
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professional and family contacts
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online accounts
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pet care information
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Clients choose what to include and can nominate the people who should receive access when required.
To explore the full range of information that can be stored, create an adviser account and invite yourself to Life Vault as a client.
Give every estate plan a next step
Life Vault helps your practice extend estate planning beyond document completion.
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Clients receive a private place to organise their affairs and prepare their executors and attorneys. Your practice gains a practical way to provide ongoing reviews, strengthen family relationships and remain connected across generations.