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. 

 

Better Communication

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

More Clients

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

 

Categorization System

AfterVault provides a categorization system, so your clients can enter their estate planning information and keep it organized. 

Alert Rules

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.

Trusted by people from all over the world!

We will make sure your vital documents are protected no matter where you live!

I can personally attest that both my wife and I sleep better at night knowing we’re prepared. Alton Dawsey

Financial Advisor

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. Evangeline Robinson

Notary Public

AfterVault is a great tool to make sure your wishes are carried out. It’s the perfect way to make sure everything is available when needed. It’s very user friendly and the text messaging checks are a perfect topper. Daniel R. Solomon

CICP, CI, FFEMT-P

The security that AfterVault offer to keep my data safe until it is needed by my loved ones, is something that keeps me coming back to the service.

I know that when the time comes, my family and friends will have everything they need, in my own words. Jase Wheatley

AfterVault User

When I found AfterVault I immediately thought, ‘Yes, this is it. This is exactly what I was looking for.

I would absolutely recommend AfterVault. Joshua Foxton

Captain / USMC

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.