Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible!
The Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information.
It is comprised of two dynamic components:
- A secure portal to pass and store confidential financial documents.
- Snapshots of financial assets and expenses for you to view your financial position, and the opportunity to receive monthly newsletters, market commentaries and meeting alerts.
Generational Vault is available 24/7.
Contact us today to learn more how Generational Vault can help ensure that you are organized.