For Estate Attorneys
Get back 570 hours a year
and stay at the center of every estate.
Vaultly is a white-labeled digital vault for your firm. Clients store their digital lives with you — and Vaultly automates the work that used to disappear into probate.
White-labeled · Bar-compliant · Read-only client connections
The killer features
Four ways Vaultly pays for itself in the first quarter.
Find every account before probate starts.
Your client connects their email once. Vaultly surfaces 147 average accounts — financial, crypto, subscriptions, social — categorized and ready for your matter file.
- ✓Average 147 accounts surfaced in 45 seconds
- ✓Categorized by financial relevance
- ✓Updates continuously as life changes
Executor ROI
VERIFIEDThe math behind 570 hours.
- Intake interview6.5 hrs / client
- Account discovery4.0 hrs / client
- Executor handoff8.0 hrs / estate
- Annual check-in1.5 hrs / client
- Intake interview0.5 hrs / client
- Account discoveryAutomatic
- Executor handoff1.0 hr / estate
- Annual check-in0.25 hrs / client
- Hours saved570 hrs
- Recurring rev / vault$2,400
- Onboarding14 days
- Setup cost$0
Prototype preview
See the executor dashboard live in your demo.
We'll walk through real client data with your firm's branding, your release rules, and the executor flow your clients' families will use.
Book your demo
30 minutes. Tailored to your firm.
We'll show the executor dashboard with your branding, walk through onboarding, and model recurring revenue for your firm.
From founding partner firms
Firms that picked up the time back.
"I stopped dreading executor calls. The dashboard does in an afternoon what used to take six weeks."
Estate Partner · Walsh & Reid LLP
"Vaultly turned our wills practice into a relationship business. Clients come back every year."
Solo Practitioner · Trust & Estates
"The 14-day onboarding sold me. We were branded, trained, and live before the next bar meeting."
Managing Partner · Northbridge Law