Your brand. Their peace of mind.
Give your clients a secure place to organise everything their family will need — under your firm's name, on your firm's portal.
How it works
Invite
you invite clients by email; nothing is shared until they accept.
Their vault, your brand
clients sign in through your branded portal and build their vault with the document categories you've set.
Stay informed, stay useful
estate readiness scores and reports show you who's prepared and who needs a conversation.
What you see — and what you never do
You'll see engagement, estate readiness, and how complete each area of a client's vault is.
You will never see the contents: no documents, no item details, no private information.
Your clients know that too — it's why they say yes.
Why firms use it
Stay relevant between matters — a will is a moment, readiness is a relationship.
Prompt reviews when circumstances change.
Give bereaved families one organised starting point instead of a drawer of unknowns.
Pricing, plainly
Standard
£79/month: up to 50 clients, 250GB pooled storage.
Pro
£199/month: up to 250 clients, 1TB pooled storage.
Enterprise
custom
Cover your clients' subscriptions within your plan, or let them pay their own way — both work.
Security
Encrypted at rest, hosted in the UK, built for GDPR from the ground up. Every client controls their own access; deletion means deletion.