Keep the planyou builtcurrent.
Hand clients a vault that keeps the plan you built up to date, with a portal that shows you what's missing. Executors get the will, the accounts and the plan in one read-only profile, before the day they need them.
No card needed · Encrypted at rest · No trackers, no ads
- 01Notes for advisorsHow families keep their estate documents signed, current and findable.
- 02Executor readinessWhat a clean handover looks like, and the steps that get skipped.
- 03Company updatesSecurity posture, product milestones and the team behind HearthVault.
Three steps, then it mostly runs itself.
Drop it in
Upload, snap it with your phone or forward the email. Receipts, policies, wills, manuals — anything on paper.
Filed for you, approved by you
Each upload comes back named, categorized and dated, with a confidence badge. One tap re-files it.
It works for you
Renewal reminders, tax packs, a monthly digest — and a plan your family can actually follow.
Quiet words from people who use it.
“Clients finally keep the plan current. The portal shows me what's missing before the annual review, not after.”
Every paper your family will need — filed, dated and ready.
Takes two minutes: your family's name, your name, a PIN — done. No card needed, and your first 14 days include everything in Plus.
We'll send you the 60-second tour.
One email with the tour and the kitchen-table checklist. No newsletter, no follow-up sequence. Just the thing you asked for.