CEP Secure Client Vault An ultra secure online platform to organize and store estate planning documents, wishes, notes, and more. Why a Vault? It's an organized easy to find location for uploading and storing copies of your Will, Trust, and Powers of Attorney with the ability to scan and upload additional documents Provides enhanced peace of mind for you & your family no matter the distance or time (24/7 access) Allows you to add medical/Rx notes, special needs care plans, "Trustee handbooks", and more without limitation
Gone are the days of lost email files, hand-written notes, and thumb drives. CEP Secure Client Vault takes the guesswork out and provides secure access anytime from anywhere for you and those you love when it’s needed most. This exclusive service, powered by My Life & Wishes, provides you and your successors a complete guide to your life in one convenient place.
919-659-8433 caryestateplanning.com/secure-client-vault
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