LegalVault Blog

Tuesday, March 11, 2014

Always a resource. Never a competitor.

At LegalVault, we work with law firms to help them better serve their clients. Unlike many other advance directive storage systems, we don’t “sell” this service to individuals. Instead, we’ve created a system where sponsoring law firms have the opportunity to enroll and provide this benefit to the individuals and families they serve.

We’re often asked why we don’t market the service directly to individuals. The answer is rather simple; we understand the unique relationship of trust and respect that exists between estate planning attorneys and their clients, and it seems only natural to us that the law firm that delivers peace of mind with the completion of an estate plan, also deliver this service which offers round the clock access to these important documents.

What does this mean for a law firm?
It simply means that we’re not competing against you to get your clients enrolled in the service. It also gives you ultimate flexibility when it comes to how you will bill for the service and incorporate it into your unique estate planning process. And since we do only allow law firms to enroll clients in LegalVault, it is a service that allows you to stand out in the community.

We also understand that the attorney-client relationship can change over the years, and often ends when a client moves away or seeks legal counsel with another firm. When it comes time to renew an account, the law firm can easily do so or for those clients who have moved on to another firm, they can renew directly through LegalVault. When a sponsoring firm no longer works with a former client, and the client elects to renew directly through LegalVault, the firm will no longer have access to the uploaded documents or data.

What does this mean for an individual user?
As an individual, your trusted attorney will work with you to get your account all set up and make sure that your estate planning documents have been uploaded. You will then receive a secure user name and password from the firm allowing you to sign in 24/7/365. If you need help with your account, you can always call on your sponsoring law firm or the LegalVault technical support team.

If you are not yet working with an attorney who offers this great service, you can use our LegalVault locater tool to find a local law firm that provides this service to clients in your community.





© 2017 LegalVault - A Service of Zola Media, LLC | Terms of Use
10 Harbor Park Drive, First Floor, Port Washington, NY 11050
| Phone: 877-269-0076 | 516-858-3770
For Law Firms | Features

A service of
Zola Media, LLC