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Services for Professionals

Partnering with Professionals:

EstateDoc Vault partners with attorneys and other professionals to bring Vault and electronic storage services to clients.

These services are NO COST to the professional.
 

Attorneys, EstateDoc Vault works with your clients to:

  1. Safely store their original wills, trusts, Health Care Directives, and estate documents in our Vault.
  2. We use acid-free files to keep documents from "breaking down" or yellowing over time.
  3. We contact your client annually to remind them to:

    *Keep estate documents current, and
    *Keep you top of mind when your client needs administration or document revision.
     
  4. Secure on-line imaging of estate documents and Advance Health Care Directives and information on two secure and confidential on-line platforms (HIPPA compliant, 128 bit SSL).
  5. Reduce Elder Abuse by keeping original documents and other sensitive materials safely stored and away from prying eyes.

 

 


YOUR CLIENT'S VITAL DOCUMENTS,
 SECURELY STORED,
AVAILABLE 24/7/365

831-646-5262

 

 



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400 Camino El Estero, Monterey, CA 93940
| Phone: 831-646-5262

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