For financial advisors, insurance advisors, law firms, trustees, accountants, family offices and trusted professionals
The institutional standard for client preparedness.
A secure, permission-based workspace that enables trusted professionals to support client preparedness, family continuity and life administration — through client-controlled access and complete audit trails.
- Client-controlled access
- Complete audit trail
- Permission-based access
- Time-scoped sessions
Engagement model
Three steps to a scoped engagement.
The client is always the principal. You are the trusted professional they invite, for the scope and the time they choose.
Invite
Clients invite trusted professionals into their workspace through explicit consent — by name, by section, by duration.
Access
Professionals see only the information the client authorises for their role. Nothing surfaces by default.
Advise
Provide recommendations, action plans and guidance — every interaction fully audited and attached to the client's vault.
Platform capabilities
A workspace built for advisory teams.
Everything you need to add value on the record, sized for solo practitioners through to enterprise firms.
Illustrative client view shown to an invited advisor. Sub-type scoping, recommendations and audit trail are all client-visible and immutably logged.
Recommendations
Per-section suggestions the client can accept, dismiss or act on. Each one stored against their vault with full context.
Action plans
Multi-step plans with assignees and due dates, visible to both sides.
Sub-type scoping
The client chooses exactly which sections you see. A financial advisor may view investments and liabilities, a lawyer may view wills and directives — everything else stays hidden.
Audit trail
Immutable record of every view, edit, suggestion and revoke — visible to the client.
Family preparedness
See what matters across generations — directives, beneficiaries, key documents — within your granted scope.
ARIA advisor assistance
ARIA helps you prepare for client meetings, surface gaps in their preparedness, and draft recommendations — always within the scope the client has granted you. Never beyond it.
Profession fit
Which sections each profession typically sees.
Defaults only. The client decides — they can narrow further, and always revoke. Sections never on the list stay invisible to that profession unless the client explicitly grants them.
Financial advisor
- Finances
- Investments
- Liabilities
- Insurance (Life, Disability)
Insurance advisor
- Insurance (scoped by line)
- Beneficiaries
- Dependents
Lawyer / Trustee
- Wills & Estate
- Directives
- Beneficiaries
- Documents (legal)
Accountant
- Finances
- Liabilities
- Documents (tax)
Healthcare advocate
- Medical
- Directives
- Emergency contacts
Family office / RM
- Overview
- Finances
- Investments
- Wills & Estate
Jurisdiction-aware by design
Clients in different countries. One advisor surface.
Whether your client lives in London, Dubai, Singapore or Seattle, you see the same clean advisor view — but the will templates, witness rules, currency and data residency behind it adapt to where the client actually lives. No more parallel toolkits per jurisdiction.
- Legal templates that match. Will format, witness count and execution language follow the laws of the member's residency by default — members can also construct additional wills under other jurisdictions, useful for cross-border assets.
- Currency and figures that make sense. Estate values, liabilities and policies display in the local currency by default.
- Language and ARIA tone localised. ARIA adapts its guidance — Shariah-aware in GCC, common-law in UK/SG, state-aware in the US.
- Data stored in-region. Each regional workspace is isolated, with data residency aligned to local privacy laws.
Live regional workspaces
Routing live- UK
United Kingdom
GBP · English
Wills Act 1837 templates · two-witness execution
- GCC
Gulf Cooperation Council
AED · English + Arabic
Shariah-aware · Faraid distribution · DIFC / ADGM options
- SG
Singapore
SGD · English
Wills Act (Cap 352) · CPF nomination guidance
- US
United States
USD · English
State-aware templates · notarisation guidance
- ROW
Rest of World
USD · English
Neutral template · concierge legal review on request
Relocating? A concierge review moves you across — your data, wills and contacts come with you.
What the client sees
The other side of the workspace.
Every advisor action shows up on the client's phone — the invitation they approve, the scope they pick, the trail of what you did.
- Marcus viewed Insurance · Health9:32
- Recommendation: CI top-up S$ 250k9:35
- You were notified9:36
- Scope renewed for 30 daysYesterday
- Marcus accepted invite5 Jun
Illustrative. The client can revoke or change scope at any time — change takes effect on your next request.
How your account is set up
Solo, small practice, or enterprise.
Three ways to organise advisors under one account. This is purely about firm setup and branding on client invites — not pricing. My Life's Vault is always free for advisors; the client pays for their vault.
Solo advisor
Sign up alone. Accept invites under your own name. Ready in 60 seconds.
Small practice
Create a firm record on signup. Invite colleagues with a shared code. Client invites carry your firm name and logo.
Enterprise
Create the firm, assign owners and admins, onboard the team. Member management and audit live in one place.
Firm membership shares firm metadata only. Each client's vault is always scoped to the individually invited advisor — never the firm.
Provisioning
Two paths in. Same workspace.
Most advisors arrive one of two ways. Either path lands you on the same scoped workspace once a client invites you.
Self-serve
Sign up on this site. Choose solo, create your firm, or join an existing firm with an invite code. No procurement, no contracts.
- 60-second account creation
- Verified by email and profession
- Workspace stays empty until a client invites you
Partner-provisioned
If your firm has a partnership with My Life's Vault, your admin can provision your account and assign roles — you receive an email to set your password and sign in.
- Bulk member upload by firm owner
- Firm branding on client invites
- Member lifecycle managed by the firm
Versus the alternative
Why not just email, a shared drive, or a spreadsheet?
Generic tools weren't designed for this. They leak, they sprawl, and the client loses control the moment they hit send.
| Shared drive | Spreadsheet | My Life's Vault | ||
|---|---|---|---|---|
| Client-controlled access | ||||
| Per-section scoping | ||||
| Time-bound sessions | ||||
| Immutable audit trail | ||||
| One-click revoke | Partial | |||
| Recommendations on the record | ||||
| No bulk export by advisor |
Security & governance
The client is the principal. Always.
My Life's Vault is built so that trust is enforced by architecture, not by promises. You only ever see what a named client has explicitly authorised, for as long as they choose, and every action you take is logged against their vault.
Scope controls
Per-section visibility, configured by the client at the moment of invitation.
Audit logs
Every view, suggestion, edit and revoke recorded immutably.
Client consent
Explicit, revocable, and time-bound — never assumed.
What this isn't
Not a directory
We don't list advisors or let clients browse for you. You only see clients who name you directly.
Not a lead-gen marketplace
No broker introductions, no selling of client leads, no referral fees changing hands.
No bulk exports
No download of client data, no scraping, no leaving with the vault. What lives in the vault, stays in the vault.
No cost to you
Our customer — the client — is the principal. Advisor access is free because your presence adds value to their vault.
What it is
Your side of the vault — scoped data, audit trail, recommendations and outcomes. The professional surface of a family office, for the rest of us.
FAQ
What advisors usually ask first.
Is My Life's Vault really free for advisors?+
Yes. The client pays for their vault — they are our customer. Advisor access is included because your presence makes the vault more valuable to them. No seat fees, no per-client fees, no hidden charges.
What can I see about a client by default?+
Nothing. Your workspace is empty until a named client invites you, and even then you only see the sections — and within Insurance, the sub-types — they explicitly grant. Everything else stays hidden.
Can I export client data?+
No. There is no bulk export, no download of vault records, no scraping. What lives in the vault stays in the vault. You can print individual records the client has shared, and that act is logged.
What happens when a session expires?+
Your access closes automatically. The client gets a reminder a few days before expiry and can renew with one tap. You will see a clear status — Active, Expiring soon, or Closed — on every client.
Why isn't there an advisor mobile app?+
Advisory work belongs on a desk. Reviewing a vault on a phone risks shoulder-surfing, accidental forwarding, and cached client data on a personal device. You get email notifications; the work happens at your workstation.
What advisors ask us first+
Either self-serve — the first advisor selects 'I'm setting up my firm' during signup and invites colleagues with a code — or partner-provisioned, where a firm admin onboards the team in bulk. Both paths land on the same scoped workspace.
Does My Life's Vault give clients legal, financial or medical advice?+
No. ARIA, our AI guide, helps both clients and advisors organise information and prepare for conversations — it never replaces professional judgement. The advice on the record is yours.
Ready when your first client is.
Create your account today. It stays empty until a client invites you. Always free for advisors — the client pays for their vault.