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It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.
But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.
Generational Vault’s engine has three dynamic parts:
- A secure portal for sharing and storing
important documents - Third-party daily investment and banking data
- Snapshots of financial assets and expenses,
monthly newsletters, market commentaries and meeting alerts
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place!
Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
We wanted to give you a heads-up about an exciting change coming to Generational Vault®, the secure platform you use to store and organize what matters most to your family.
We’re rolling out Generational Vault 2.0, a redesigned experience that’s built to make it easier to organize, protect, and pass on your important documents and information. As part of this upgrade, you’ll set up a new login for the improved platform.
As always, the security of your information is a top priority, and this update is part of our commitment to keeping your family’s most important documents safe and accessible.