Protect and Organize Your Estate

It's important to make sure your estate is organized and protected against fire, natural disaster, and theft. WealthBook’s eVault (or electronic vault) provides the answer to the long-standing problem of keeping wealth- and estate-related content safe and organized.

Organize

With your advisor, determine which estate planning, business, and personal content to put into the WealthBook electronic vault. Suggested items to safeguard:

• estate plans
• wills
• video wills
• tax documents
• legal documents
• bank documents
• insurance policies
• birth certificates and health records
• stock certificates
• real-estate records
• and any other financial, business, or personal information

Safeguard

Clients and advisors upload important content to a client’s password-protected eVault, converting them to electronic format if necessary. All documents, images, videos, and other digital assets are stored in an encrypted format and are safe from fire, natural disaster, and theft.

eVault is protected by powerful technology, physical security, intrusion control, and many other safety measures.

Control

As important content is uploaded, permissions can be set for each item. Access to any content stored within the eVault is strictly controlled by permissions assigned by you. Determine who can access your electronic vault, upload content, view content, and more.

Access

Important content is now accessible to those who have the appropriate security clearance. Audit tracking provides a record of eVault activity, and clients can access their critical content whenever it’s needed from any secure Internet connection.

More Information:

Next, learn about trusted networks, which allow you to securely collaborate with your professional advisors, family members, beneficiaries, and more.