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USE CASE · ESTATE PLANNING

The great wealth transfer
starts in the vault.

Keep heirs, executors, attorneys and advisors connected to every document that matters, before, during and after the transfer.

Chen Family Vault · Vault Insights AI
What changed in the Chen family’s estate documents this year?
Three changes this year:1. The IRA beneficiary now differs from the 2024 will. IRA Beneficiary Form.pdf2. A trust amendment was signed on March 4. Trust Amendment (Signed).pdf · p.23. The trust certificate requested in August is still missing. Open request #4
Create follow-up taskRequest trust certificate
Answers drawn only from this vault · Permissioned · Logged
VAULT INSIGHTS AIPower of attorney missing for 2 family members.POA (property).pdf
FAMILY ACCESSPermissioned6heirs, executors and advisors connected
Before and after

Keep the next generation.

Without FutureVault
Wills, trusts and policies scattered across offices
Heirs who have never met the advisor
Executors hunting for documents at the worst time
Beneficiary mismatches no one notices
With FutureVault
Every estate document in one family vault
Heirs invited in, long before the transfer
Executors and attorneys given exactly the right access
AI flags mismatches, cited to the source
In practice

Keep every generation, and every advisor, connected.

HARBOR PEAKWEALTH PARTNERS
KCKevin ChenPrincipal
MCMei ChenSpouse, full access
ECEmily ChenHeir, education folder
MSMarcus Singh, J.D.Estate folder
RLRachel Leung, CPATax folder
The whole family, permissionedHeirs, executors and advisors see exactly what they should.
HARBOR PEAKWEALTH PARTNERSharborpeak.futurevault.com
Chen Family VaultCLIENT VAULT
HOUSEHOLD AUM$3.15MSchwab feed
DOCUMENTS214All accounts
SHARED WITH4 peoplePermissioned
Last Will and Testament.pdfEstate · CounselJun 12
Revocable Trust Amendment.pdfEstate · CounselAug 03
Power of Attorney (Property).pdfEstate · CounselJun 12
The estate, organizedWills, trusts and powers of attorney in one place.
Who is the executor of the will?
Mei Chen, with Marcus Singh, J.D. as alternate, per the will dated Jun 12, 2026.
Source 1Source 2
Answers when families need themExecutors find what matters, fast.
Estate plan review3 of 4
Will updated
Trust amended
Beneficiaries confirmed
Guardian named
Estate plan checklistKeep plans current, year after year.
3generations in one family vault
Next-generation relationshipsHeirs who already know your firm.
Marcus Singh, J.D.uploaded trust amendment · 2 min ago
Emily Chenaccepted vault invitation · 14 min ago
Mei Chenreviewed estate folder · 1 hr ago
Every access recordedTrust built on transparency.
How it works

From scattered to succession-ready.

  1. 1GatherWills, trusts and policies in one vault.
  2. 2InviteBring in heirs, executors and attorneys.
  3. 3PermissionEach person sees only what they should.
  4. 4MonitorAI surfaces gaps and mismatches.
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The products behind it.

Digital VaultBranded client vaults on web, iOS and Android.Explore Vault Insights AIAsk any vault a question. Answers cited to the source.Explore Secure Document ExchangeRequests, checklists and two-way sharing. No email attachments.Explore
Built for
Wealth ManagementFamily OfficesBanksCredit Unions
WHY FUTUREVAULT LEADS

The document infrastructure
others are measured against.

See how we compare
#1Integrations in Client File SharingEzra Group integration score, 8.82/10
1,000+API endpointsPlus 7,000+ apps through Zapier
350KFiles delivered per hourCustodial delivery at enterprise scale
SOC 2Type II examinedOperational security, independently examined
1,325%ROI on IDPDocumented for a tier-1 institution
MCPGoverned AI, built inClaude, ChatGPT and agents, permissioned and logged
NOT EMAIL ATTACHMENTSNo vault, no permissions, no audit trail, and no way to take a document back.
NOT GENERIC FILE SHARINGBuilt for internal teams and shared links, not for clients, households and custodians.
NOT DOCUMENT DRAWERSStorage without custodial delivery, document intelligence or governed AI.
3
Generations in one vault
1M+
Client vaults
100%
Access logged
50+
Enterprise partners
IN THE DOCUMENT LIBRARY

Estate documents

Browse all document types →
WillLast will and testamentPower of attorneyPower of attorney for property and personal careTrust deedTrust agreement or deed of settlementBeneficiary designationBeneficiary designation formCorporate recordsMinute book and corporate recordsInsurance policyInsurance policy and annual policy statement
SUCCESS STORY · HUNTER HOLDINGS FAMILY OFFICEConnecting the next generation, one vault at a time.How a single family office organizes wills, trusts and beneficiary designations for G2 and G3 family members, and works with every professional securely.Read the story
FAQ

Estate planning questions, answered.

How does a digital vault help with estate planning?

It keeps wills, trusts, policies and account documents in one secure place, with the right access for heirs, executors and attorneys when they need it.

Can attorneys and accountants be given access?

Yes. FutureVault’s patented Trusted Advisor permissioning gives each person exactly the access the family chooses.

Can AI spot problems in estate documents?

Vault Insights AI can surface issues such as a beneficiary that differs from a will, with every finding cited to its source.

How does FutureVault reduce operating costs?

By automating the document delivery, filing and collection that teams otherwise do by hand. Firms save 30% or more in back-office and administrative costs, and Aligned Capital Partners improved operational efficiency by 30%.

Is FutureVault secure enough for our compliance and InfoSec teams?

FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.

What does FutureVault integrate with?

Custodians including Schwab, Axos, CI Investment Services, NBIN and Fidelity Clearing Canada; CRMs including Salesforce and Microsoft Dynamics; DocuSign and Adobe Sign; portfolio, alternatives and identity platforms; Zapier; and 1,000+ API endpoints. FutureVault holds the highest Ezra Group integration score in Client File Sharing.

More use cases
Custodial statement deliveryTax season deliveryClient onboardingAdvisor transitionsCompliance & audit readinessDocument governanceDocument intelligence