White LabelDigital Estate Vaultdemo

Clients increasingly expect secure digital services alongside traditional legal services. A branded app allows your office to provide a modern, secure Digital Legacy Vault where clients can organise important life documents and stay connected with your office throughout their lives.

Clients can securely store almost every important document relating to their personal and financial lives, including:

• Wills and codicils
• Property deeds
• Marriage or partnership agreements
• Birth certificates
• Passports and identity documents
• Insurance policies
• Pension documents
• Mortgage documents
• Bank account information
• Medical directives
• Funeral wishes
• Lists of assets and liabilities
• Business ownership documents
• Letters and videos for loved ones
• Password recovery instructions
• Digital asset information
• Cryptocurrency wallet instructions (without storing private keys)

Yes. Clients can securely upload new documents, replace outdated versions, organise folders, and keep their digital estate up to date whenever their circumstances change.

Yes. The vault allows clients to document:

• Which cryptocurrencies they own
• Which exchanges they use
• Hardware wallet information
• Recovery procedures
• Instructions for executors

Sensitive credentials such as private keys should remain under the client’s control and should not be stored directly inside the platform.

Digital assets can include:

• Cryptocurrency holdings
• NFTs
• Online investment accounts
• Domain names
• Digital businesses
• Social media accounts
• Cloud storage accounts
• Digital photo collections
• Subscription services
• Online payment accounts

Many estates now contain significant digital assets that need to be documented for future executors.

Modern estates increasingly consist of digital information alongside traditional assets.

Without proper documentation, families may never discover important online accounts or digital assets, potentially resulting in permanently inaccessible property.

No. A legally valid will remains essential.

The Digital Legacy Vault complements traditional legal documents by helping clients organise supporting information and maintain an up-to-date overview of their estate.

Yes. The platform can provide secure communication between clients and the notary office for document requests, updates and appointments.

Yes. Clients can receive reminders to review documents after important life events such as:

• Marriage
• Divorce
• Birth of children
• Purchasing a home
• Starting a business
• Retirement

This helps ensure estate planning remains current.

Yes. Clients determine exactly who may access their information and under which circumstances.

Permissions remain entirely under the client’s control.

Security is a fundamental design principle.

• End-to-end encryption for sensitive information
• Multi-factor authentication
• Encrypted document storage
• Continuous backups
• Detailed audit logs
• Device management
• Secure access controls
• GDPR-compliant data handling

Every access attempt can be recorded, providing full transparency.

Your office does.

The app carries your branding, your identity and your client relationship. Clients continue interacting with your office while benefiting from a modern digital service.

Absolutely.

Traditionally, many clients only contact a notary when purchasing property or preparing a will.

A Digital Legacy Vault creates an ongoing relationship by encouraging clients to keep their information current and return whenever life circumstances change.

Yes.

The platform enables your office to serve clients throughout every stage of life rather than only during individual legal transactions.

It positions your firm as a long-term trusted adviser for both physical and digital estates.

Yes.

The number of digital assets owned by individuals continues to grow every year.

Families increasingly need assistance documenting online accounts, digital investments and important electronic records for future generations.

Yes.

Digital estate planning is an emerging area of legal services.

By offering a secure Digital Legacy Vault, your office can serve clients who are actively looking for guidance on organising both traditional legal documents and modern digital assets.

This expands your service offering beyond conventional notarial work and positions your firm as an innovative leader in estate planning.

Yes.

Instead of interacting with clients only when major legal events occur, your office can remain involved throughout their lives as clients continue updating their digital estate, reviewing documents and maintaining accurate records.

This creates ongoing opportunities to provide additional legal advice whenever circumstances change.

Yes.

The platform is designed with simplicity in mind.

Clear navigation, large icons and intuitive organisation make it suitable for clients of all ages, while younger generations appreciate having their digital lives organised in one secure location.

Because clients place their trust in their notary.

A professionally branded Digital Legacy Vault extends that trusted relationship into the digital world, providing a secure place where clients can organise their life’s most valuable information while keeping your office at the centre of their estate planning journey.