Estateably Announces New Vault Product To Improve Management of Wills and Estate Planning Documents

Estateably, Canada’s leading cloud-based, estate and trust administration software platform, has announced the launch of their new product: Vault. Our product, Vault, will allow fiduciary professionals to easily store information about their clients and estate planning documents such as: client information, representative information, upload digital copies of Wills, Powers of Attorney, Trust Deeds, and any other estate planning documents. Vault will also help identify whether the estate planning documents are current or revoked, store the location of each original copy, and notify who the representatives are. The data within the Vault product is accessible online 24/7 and will keep law firms organized and information at their fingertips.

With Vault, you will be able to:

• Keep track of all vault documents and client data
• Keep client information up to date
• Easily assign a responsible file owner / lawyer to the file
• Link spouses’ file to one another
• Archive files
• Maintain a list of current and revoked documents

“We are thrilled to introduce this latest innovation - an intelligent, purpose-built storage repository for all our clients’ estate planning documents," said Ari Brojde, co-founder and CEO of Estateably. "The Vault represents our commitment to listening to customer feedback and delivering products that respond to their most pressing business needs. In the quarters to come, we’re excited to add game-changing features that will push boundaries and exceed expectations of what is possible.”

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Get started with Vault today!

Ready to see Vault (and other Estateably products) in action? Connect with a member of our team to learn more!

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