CEP Secure Client Vault
Key Features & Benefits:
A helpful spot for details on your subscriptions and auto-pay bills that others may not know A one stop location for noting your social media handles and passwords Military-grade security (AES 256 encryption) Ability to add users to add users with specific "levels" of access A safe place for your account numbers and login credientials A back-up resource in the event of natural disasters
Our partner, My Life & Wishes, has been in business since 2016 and is rated top three in their industry. In addition, they hold a BBB rating of A+ and work with many estate planning law firms across the country.
Scan with your phone's camera to learn more or visit our website: caryestateplanning.com/secure-client-vault
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