Protect your legacy. Secure your wealth.
We all know we should establish a financial plan to pass on our wealth to our children and those closest to us. Planning and protecting ourselves should be an easy, guided experience, and now it is.
This product is great for…
Parents
Keep all your important documents in one place. Reminders for updates, checklists and guides to ensure your plan is complete.
Children
Transparency for children, and easy access to documents. Ability to help manage parents’ trusts when they become responsible for taking over the trusts.
Beneficiaries
Emergency access for beneficiaries. Guides and referrals to support the process of passing on your trust and wealth. Worry free system.
About Us
We are a small team and start-up dedicated to solving the pains of setting up and supporting plans that protect a family’s wealth and estates.
Mission.
Our mission is to guide and automate the process of setting up trusts, in order to ensure the safety and security of each family legacy.
Vision.
Our vision is to enable every family in America to secure their wealth and estate, as well as ease the process of passing down their wealth to the next generation without the pains of long legal battles or failed attempts to find enforceable documents.
These companies recommend a family trust
Why Choose Us?
There are almost no good options that offer you a complete package to protect your family legacy, unless you want to hire an agency or attorney to keep track of this for you.
With Secure Family Vault, everyone can afford to protect their legacy. Since its technology based, you also gain transparency into your trusts and estates you just don’t get with the estate attorneys. Lastly, you can opt-in to our reminders program and we’ll let you know when it’s time to update your documents so that you can rest assured your family is protected whenever it’s time to pass down your trusts and estates.
Do I really have enough wealth to protect?
Even if you don’t have much wealth, assets, or estates to pass down it can be difficult for your intended beneficiaries to take ownership. Don’t leave behind a legacy of painful lawsuits, protect yourself today.
Let SFV give you peace of mind.
Don’t we all have enough worry in life? Nobody likes to talk about what happens after we pass on, but it’s one of the few things that happens to everyone. We make the process as simple as possible in order to help keep you organized, informed, and your ability to share your intentions with those you love.
Your Trusted Partners
Leverage technology to secure your estate.
We love technology and automation, and as such we use this to provide you with an amazing value at a really low cost. Secure Family Vault is here to keep your estates organized and updated. We also have amazing partners that will help you make sure those documents are well planned, effective, and enforceable.
Learn More
While this app is still in active development, we’ll let you know more information as we get closer to launching. By signing up today and indicating your interest, we’ll offer you a lifetime discount when we officially go live.