Provide Your Estate
Planning Clients with
Immediate & Secure Access
to Their Advance Directives

Secure Storage of Advance Directives & Critical Information

Sample LegalVault Card Design

Give Your Clients
Complete Peace of Mind

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.

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. Instructions can be accessed online or through our secure fax-back service.

Your Clients' 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 your clients can access their documents at anytime.

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