Go digital - your clients are waiting for you!
Offer your clients personalized secure ,online, vaults with established categories for their vital documents
No other platform connects you to your clients like we do.
Strengthen your client relationship and start a relevant new conversation
More Than An Advisor
Broaden your role as an advisor by filing in gaps in your client`s planning
Reach the next generation of clients. Find your next best customer.
AfterVault - Your Client's digital lockbox
AfterVault.com provides encrypted, online vaults with pre-defined categories so your clients family, or anyone else they designate, can securely access this information in one simple step.
And, most importantly, we check on them periodically so we can deliver it to the right person when they need it.
Your clients will get an unlimited number of vaults, 100 gigabytes of storage, our patent pending alert system, and personal service.
Why your clients will love AfterVault
AfterVault provides a categorization system, so your clients can enter their estate planning information and keep it organized.
Our system sends your clients a customized protocol of emails and/or text messages that require a response from them. If they don’t respond to three of our checks in a row, we’ll open their vault to their beneficiaries.
Special capabilities on mobile
AfterVault mobile site allows your clients to take photos in the moment and store them straight in the vault.
Your client's information is safe!
Your clients information is safe from ransomware attacks, hard drive failures, fires, and pretty much every other unforeseen destructive happening. It’s up on cloud servers, available 24/7 on any computer or mobile devise.
My family can go to one place. They don’t need to go through my files to find everything. And because my kids do everything online, this works great for them. Keeping all this in paper form is just messy and unnecessary.
The ping feature is great. Just knowing that it will come to me as both email and text message helps me feel sure I’ll see it.
I know that when the time comes, my family and friends will have everything they need, in my own words.
I would absolutely recommend AfterVault.
Make sure your client's digital assets are protected!
Become our partner and take care of your clients now!
We can offer you exclusive discounts and personalized options.
Contact us today and we can discuss how we can help you and
your customers to get their affairs in order.