Document Transparency
Legal Documents
Legal Practice
Technology
Working with Clients

Features and Benefits

See the list below for all the features and benefits.
If you want to know more, please contact us.

Will Release Functionality

Will Release Functionality

This unique function makes transferring a Will from lawyer to lawyer or practice to practice simple. The purpose-built functionality means that the Will can be released to another party. Simply selecting 'Release Will', enables you to securely invite another party to be involved in the process.

Tips to Guide the User

Tips to Guide the User

The platform is equipped with helpful tool tips that guide users through each step of the process. These tips provide instant assistance and information, ensuring users can make the most of the software’s features without extensive training or support.

Streamlined Integration

Streamlined Integration

LifeVault 360 can integrate seamlessly with various other platforms and software packages commonly used in legal and financial services. This integration ensures that users can import and export data effortlessly, maintaining continuity and enhancing productivity across different tools.

Secure, Private Communication Using OTPs

Secure, Private Communication Using OTPs

LifeVault 360 facilitates secure and private communication between all relevant parties using one-time passwords (OTPs). This ensures that all communications are confidential and protected from unauthorized access

Secure Addition of Stakeholders

Secure Addition of Stakeholders

Users can securely add relevant stakeholders and parties to specific documents or the entire file. This feature allows for controlled access and collaboration, ensuring that only authorized individuals can view or edit sensitive information.

Revenue Building Potential

Revenue Building Potential

The platform offers significant cost savings and revenue-building opportunities. Firms can purchase ‘client files’ and pass the cost plus a percentage onto clients, creating an additional revenue stream. The increased efficiency of communication and document management also reduces operational costs and boosts overall profitability.

Regular Security Audits and Compliance

Regular Security Audits and Compliance

Both Azure and AWS undergo regular security audits and comply with international security standards. Continuous monitoring and compliance with standards like SOC 2 and ISO 27001 ensure that the infrastructure used by LifeVault 360 remains secure and up-to-date with the latest security practices.

Real-Time Change Tracking

Real-Time Change Tracking

The platform tracks all changes in real-time, offering a complete chronological journey from creation to execution. This ensures that users have a comprehensive view of all modifications, improving transparency and accountability.

Pricing Plans For Your Life Vault 360 Account

Pricing Plans For Your Life Vault 360 Account

Looking to get started with LifeVault 360? Explore our flexible pricing options designed to suit individuals, families, and professionals who want to securely manage and protect their most important life documents. The Pricing section includes all available plans and can be accessed directly from the Navigation Bar, making it easy to compare features and choose the option that works best for you.

No Data Storage on Platform

No Data Storage on Platform

LifeVault 360 does not store any client data on its platform. This reduces the risk of data breaches and unauthorized access to sensitive client information.

Memory Vault for Legacy Content

Memory Vault for Legacy Content

The platform includes a memory vault for storing and sharing other personal legacy content such as videos, images, and audio files. This feature allows clients to preserve and share their memories, personal stories, audio tracks, videos and images, adding a personal touch to their estate plans.

Intuitive and User-Friendly Interface

Intuitive and User-Friendly Interface

LifeVault 360 is designed with the user in mind. The software features an intuitive and easy-to-navigate interface that allows users to manage and access their estate planning documents effortlessly. With simple navigation, users can find what they need quickly and efficiently, reducing the learning curve and increasing productivity.

Instant Verification via QR Codes

Instant Verification via QR Codes

LifeVault 360 allows for instant verification of documents via unique and secured QR codes using any device. This feature enables quick and easy validation of documents, enhancing efficiency and reducing the potential for errors or fraud.

How To Sign Up To Your Account

How To Sign Up To Your Account

Creating an account with LifeVault 360 is the first step toward securely organizing and protecting your important life documents.

How To Reset Account Password

How To Reset Account Password

Your accont password can be changed according to your needs. The password for your account might need to be changed from time to time. Here are some simple steps you can follow to achieve that.

How To Login To Your Account

How To Login To Your Account

The Login process allows existing users to securely access their LifeVault 360 account and manage their stored information from anywhere.

How To Create A Free Trial Account

How To Create A Free Trial Account

Do you want to learn about how our software can help you? Create a new account using your email address to start your free trial. You will receive the password through email to log in to your new account. Imagine being able to experience attractive features and benefits without having to spend any money.

How To Contact Customer Support

How To Contact Customer Support

LifeVault 360 is committed to providing reliable assistance and guidance to ensure every user has a smooth experience on the platform.

Grow with Your Firm’s Needs

Grow with Your Firm’s Needs

The software is designed to scale with the growth of your firm. Whether you are a small practice or a large institution, LifeVault 360 can accommodate your needs, providing the flexibility to handle increasing volumes of data and more complex estate planning requirements as your firm expands.

Fraud Prevention

Fraud Prevention

LifeVault 360 employs blockchain technology to create an immutable record of all actions and changes made to documents. This immutability ensures that once a document is created or altered, it cannot be tampered with or modified without detection. The use of unique QR codes for document verification and real-time tracking further enhances the platform’s ability to prevent fraud and ensure the authenticity of all estate planning documents.

Experience Before You Commit

Experience Before You Commit

LifeVault 360 offers free trials and demos to potential users. This allows firms to experience the platform’s features and benefits firsthand, ensuring they make an informed decision before committing to a subscription.

Evidence Trail

Evidence Trail

Each document is time and date-stamped using blockchain technology, creating an immutable and verifiable trail of all actions and changes. This feature provides unarguable evidence of the document's authenticity and history, enhancing trust and security, as well as preventing fraud.

Entire File Available in One Location

Entire File Available in One Location

The platform ensures that all client files are consolidated in one place, providing a holistic view of each client’s estate plan. This seamless integration means that users can access all relevant documents, images, video and audio files without having to switch between different platforms or search through disorganised files, saving time and effort.

Encryption and Access Control

Encryption and Access Control

Data stored in AWS S3 is encrypted both in transit and at rest. Encryption ensures that even if data is intercepted or accessed without authorization, it remains unreadable and secure. Access controls further ensure that only authorized personnel can access sensitive data.

Document Verification and Security

Document Verification and Security

Each step of the Will process is recorded using blockchain technology. This immutable digital ledger ensures an accurate and absolute chronology, allowing each party to have complete confidence in the document. The simple and fast verification process is patented in over 100 countries around the world. The unique and encrypted QR code can be scanned using any mobile device providing a quick and easy way to verify the authenticity.

Data Storage in AWS S3 Buckets

Data Storage in AWS S3 Buckets

All client data is stored in Amazon Web Services (AWS) S3 buckets. AWS S3 offers industry-leading security features such as encryption, access controls, and compliance with stringent standards like SOC 2 and ISO 27001. This ensures that client data is securely stored and managed.

Data Direction via File Path

Data Direction via File Path

Data is directed to AWS S3 buckets via a secure file path. This process ensures that data is transmitted securely and stored in a protected environment, minimizing the risk of interception or unauthorized access during transit.

Custom Sub-Tabs

Custom Sub-Tabs

Users can create relevant sub-tabs within their files to organize information according to their specific needs. Whether it's by the client, legal process, or any other criteria, this customisation ensures that the software adapts to the user's workflow, not the other way around.

Covers all Aspects of Estate Planning

Covers all Aspects of Estate Planning

LifeVault 360 covers all aspects of estate planning, including wills, trusts, business succession, tax planning, and insurance. This comprehensive approach ensures that all elements of a client's legacy are considered and managed effectively.

Client Portal for Document Upload

Client Portal for Document Upload

Clients can easily upload documents through a dedicated portal in their user interface. This feature streamlines the document submission process, ensuring that all necessary paperwork is received promptly & securely, facilitating faster and more efficient service.

Built on Microsoft Azure

Built on Microsoft Azure

The platform is built on Microsoft Azure, a highly secure and reliable cloud service. Azure provides robust security measures, including advanced threat protection, network security, and compliance with international standards like SOC 2 and ISO 27001.

Account Security

Account Security

The Will and related documents are kept safe by the highly secure Microsoft Azure Cloud Solution. Azure is chosen by many of the world's largest tech businesses to maintain document integrity. With the use of an OTP (one-time password), different levels of User Permissions control accessibility, ensuring people have appropriate access, whilst keeping them informed.

Ability to Build Revenue

Ability to Build Revenue

LifeVault 360 allows you to invoice clients for the benefit of having their Wills safe-guarded at the highest level. Understanding that the latest version of their Will is always secure and readily available, provides reassurance that is worth paying for per version and on an annual basis.

360-Degree File Access

360-Degree File Access

Clients have mirror image access to their files, ensuring complete transparency and collaboration. This feature enables clients to view and interact with their estate planning documents just as their advisors do, fostering better communication, understanding, and ownership.