You organized the will, the trust, the beneficiary designations. But your clients leave your office with their digital life completely unorganized — accounts, credentials, emergency access, succession instructions. Vault Protocol is the service that fills that gap.
Your clients complete their estate plan. They sign the documents, feel the relief of having done the responsible thing — and then go home to a digital life that is completely unprotected. Their spouse doesn't know the passwords. Their children don't know which accounts exist. Their emergency contacts don't have access to anything.
You've seen what happens next. Probate becomes a forensic exercise. Family members spend months tracking down accounts. Subscriptions charge for years after death. Important documents are lost. Banks refuse to release funds without court orders that take months to obtain.
Legal protection is necessary. Digital organization is the missing layer that makes it work.
Vault Protocol guides each household through a structured setup session — typically 90 minutes — that results in a complete digital continuity system: a shared password manager with emergency access, a designated succession chain, an organized document index, and a sealed welcome packet that proves everything was done correctly.
There is nothing to install, nothing to configure, nothing to manage. The system runs automatically. Annual review reminders are built in. If the account holder becomes unavailable, the succession chain activates.
We don't ask you to sell. We ask you to refer clients who would benefit — the same way you'd refer a CPA, a financial planner, or a document storage service. Your clients get a better outcome. You get the peace of mind that comes from knowing their digital life is organized.
The complimentary setup offer. We offer every advisor a complimentary household setup — walk through the process yourself before recommending it to anyone. If it isn't something you'd feel comfortable putting your name behind, don't refer it. Simple as that.
No commission required. We aren't a lead generation service. We're a product that solves a real problem your clients have. If you refer and it helps your clients, that's the goal. We can discuss formal referral arrangements as volume grows.
Pricing your clients will accept. Personal $15/mo. Family $49/mo. Estate $149/mo. Business $199/mo. The Estate plan at $149/month costs less than one hour of your billing rate — and it works indefinitely.
The best way to understand what Vault Protocol does for your clients is to experience it yourself. We'll schedule your complimentary setup session and walk through the protocol together.
REQUEST COMPLIMENTARY SETUP → hello@vaultprotocol.app