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Features and Benefits

Try The Estate Vault today. Experience the benefits of our online record keeping, Identity Theft Insurance, Account Aggregation and more. Contact your advisor or membership organization today and ask for your copy.

Membership Fee	Call your advisor or membership organization to receive your copy or pay the initial $399.99 set up fee now.	$129.99 beginning in the second year (less than $7 per month)
Term	1 year	2nd Year and Beyond

Feature	Benefit
$25,000 Identity Theft Protection	Identity theft occurs when someone uses your personal identity information without your knowledge or consent to commit a crime, such as fraud or theft. If someone has used your identity, you could be left with bills, charges and damage to your credit rating, unless you take steps to stop the identity theft and repair the damage. You will receive up to $25,000 of insurance coverage to cover the costs of regaining their identity including up to $2000 for lost wages that a member incurs during the process. To view policy wording click here.
Home Inventory Listing	For any family, devastation can occur in an instant. Fire, natural disasters, an untimely death – whatever the event, with My Home Inventory you’re prepared, safe in the knowledge that you have detailed records of everything you own in a secure location. With this online organizer you maintain comprehensive information about your possessions, including location, cost, replacement values, serial numbers and more. You can also maintain an archive of all your precious photos. Furthermore, you have access to it any time of day knowing that it is safely stored. You need only take the time input or upload the information into our secure site and it’s done. Whenever your inventory needs updating you can access the site at your convenience.
Legal Documents Creator	Canadian and US Members simply visit a designated area within the Estate Vault web site, register and receive instant access to the following member benefits within their own private and secure web space: • Educational Resources – Extensive and in-depth Legal Information Guide that is targeted on wills, estate, and asset protection issues. • Will – A document that contains a person’s wishes regarding the distribution of his or her assets and the guardianship of his or her minor children should they be without a surviving parent. • Living Will – A document that contains a person’s wishes regarding the use of extraordinary life-support or other life-sustaining medical treatment when the person’s condition is medically without hope of recovery or death is imminent. • Healthcare Power of Attorney – A document that gives another person legal authority to make medical decisions for a policyholder if the policyholder is unable to make those decisions him or herself. • Durable/Financial Power of Attorney – A document that gives another person legal authority to act on the policyholder’s behalf. If a policyholder creates such a document, he or she is called the principal, and the person to whom they give this authority is called their attorney-in-fact. If he or she makes a durable/financial power of attorney, the document will continue in effect even if he or she becomes incapacitated.
Account Aggregation	Account Aggregation compiles your personal account information including banking, mortgage, loans, investment, retirement, insurance, annuities, credit cards and bill information into one place. Imagine no longer having to go to all of the various financial institution websites to view your accounts!
Financial Calculators	25 Financial Calculators to help you Save, Budget and provide various retirement and loan scenarios
Credit Card Registry	You can keep track of all of their credit, debit and membership cards in one convenient location without the cost of registering somewhere is!
Trip Registry	Keep track of your itinerary, trip insurance, medical insurance and then email this information to anyone you choose in case of an emergency.
Key Contacts Directory	You can keep track of key contact information on all of those important people in your life. Friends, family and advisors information is always available and accessible 24/7 no matter where you are in the world!
Insurance Policy Listing	Keep track of all Insurance policies, warranties including premium payments, payment due dates and the system will even send a member an email reminder when a payment is due?
Financial Information	The Estate Vault has created a unique tool to help you keep track of both your investments and your net worth in a real time environment. By inputting your investments our Portfolio Tracker will track those investments from virtually any stock exchange in North America including Mutual Funds and will refresh them on a daily basis. It then places them into your Net Worth Tracker which will give you an up to date real time picture of all of your assets and liabilities that you have put into the Estate Vault. You are always in control of their data and if you decide to move your investments from your current financial institution to another, your investments holdings/portfolio data goes with you. You can also keep track of business investments, real estate holdings and more!
Personal Information	Keep track of personal information, childrens' info, medical records, pet information, legal information, vehicle information and more. Input it once and then simply keep it updated.
250 Megs of Document Storage	One of the most important tools of The Estate Vault is the ability to scan and store your important documents and precise photos into The Estate Vault's Document Vault. The Document Vault is divided into 3 categories being: • Personal Documents • Business Documents • Photos/Images The Estate Vault provides you with 250 megs of storage space with each membership with the ability to purchase additional storage at reasonable rates.
Collaborate with others	You have the opportunity to provide trusted friends, family or advisors with a unique username and password that will grant that person limited access to the parts of your vault. This is great when working with your advisors as you are inputting data into the system or planning for your retirement.
Estate Planning Tools	Estate Planning can sometimes be a little overwhelming. The Estate Vault has a variety of Estate planning tools and Guides to help you get a better sense of the whole subject matter. These guides will help you prepare for your discussions with those professionals that you need to seek out in order to plan your estate.
Desktop Version	You have the choice of choosing to store information on our secure servers, their desktop version or even a combination of both. The choice is yours!