Secure Storage of Advance Directives & Critical Information

Secure Storage of  Advance Directives & Critical Information

Estate planning practices across the country use Legalvault to provide thousands of families and their caregivers with access to advance healthcare directives
and critical legal documents.

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Emergency Access to Directives 24/7/365

With a designated healthcare section, LegalVault allows you to securely store all of your clients’ advance directives for convenient retrieval in the event of an emergency. Many firms upload their clients’ living wills, HIPAA authorization documents and anatomical gift forms. Each account holder is given an Emergency Access Wallet Card with basic emergency contact information, allergies and a personalized note. The card also contains instructions on accessing the stored documents online or through our secure fax-back service.

Your Clients' Critical Documents at Their Finger Tips

LegalVault also serves as a convenient depository for all of your clients’ legal and financial documents. While your firm can upload all estate planning documents that you’ve drafted, your clients can also upload files to their secure accounts, allowing them to add important documents like birth certificates, insurance policies and copies of travel documents when that big vacation is just around the corner. With internet access, and secure login credentials, your clients can access these important documents at anytime from any location.  Legalvault can also be integrated with Zola Suite practice management software.

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A service of
Zola Media, LLC