Everything You Need in One Secure Place
Store, organize, and share your critical documents with the people who matter most.
Secure Digital Vault
Strong AES-256 encryption protects your most sensitive documents. Access them anywhere, anytime.
Family Access Control
Grant trusted family members or advisors access to specific documents when needed.
Smart Reminders
Never miss important renewal dates. Get alerts for expiring policies and documents.
Document Checklist
Guided setup ensures you don't miss critical documents like wills, insurance, and medical directives.
Mobile Access
Access your vault from any device. iOS and Android apps coming soon.
24/7 Support
Our dedicated support team is always here to help you and your family when you need it.
Become a Partner
Help your clients protect their legacy and see which of them needs a call — with practice-intelligence reporting. Eligible partners also earn commission.
Flat Evergreen Commission
Join free and earn a flat 25% evergreen commission on what your referred clients pay — about $30 per client in year one and $15 on each renewal.
Privacy-First Dashboard
Track which documents your clients have uploaded without ever seeing the content. HIPAA-aligned and privacy-first by design.
Automated Client Onboarding
Share your unique referral link or integrate with your CRM. We handle the entire onboarding and support process.
API & Webhook Integration
Seamlessly integrate with your existing systems. Real-time notifications when clients complete key milestones.
Dedicated Partner Success Team
Your own success manager, quarterly business reviews, and access to our partner community.
Grow Your Practice with
Trusted Directive
Add a valuable service for your clients while creating a new revenue stream for your business. Our partner program is designed for financial advisors, estate planners, and insurance professionals.
- No setup fees or monthly costs
- Dedicated partner success manager
- Complete marketing toolkit included
