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Secure online storage
MyDigitalVault provides your firm with secure online storage in which your clients can keep estate planning and other personal documents – right there when they’re needed by anyone acting as an executor for the successful execution of a client’s estate.
Purpose-designed for estate planning
While there are other cloud-based storage platforms, only MyDigitalVault is purpose-designed for storing estate planning documents. It’s the one place you can store, manage and share Wills, trusts and other important documents. With MyDigitalVault, everything can be found easily, eliminating frustration, ensuring accuracy and saving you time and money.
Digital Vault Features
Safe and secure
The sensitive nature of estate documents requires a higher level of security than typical online storage.
Documents are encrypted
Both when stored on servers and while in transit to the server, keeping them safe from prying eyes.
Your client is in control
They manage their documents, not you. That means they can upload current documents and they can share their documents with individuals of their choosing. (Note: The vault encourages customers to update their information as their circumstances change.)
Executors or other named persons can be alerted to the existence of the Vault and given access on proof of death.
Digital Vault Benefits
Documents secure in one place
With all relevant client estate planning documents secure in one place, you won’t waste time searching for the documents you need. And you won’t have to rely on your client’s family sifting through filing cabinets and old shoe boxes for lost documents.
You don’t need to upload documents
Because clients can update their own files and share them with others you no longer need to upload and maintain important documents – so you’ll save time.