For insurers, banks, wealth & asset managers, employers, advisors, law firms & every trusted institution
Hand your clients something they'll thank you for — every year.
White-label My Life's Vault under your brand. Improve retention, deepen relationships, and give your clients the calm of knowing their life is in order — without ever seeing a single document.
What partners get
Fully branded portal
Your logo, your palette, your domain. We become invisible.
Aggregate insights, zero PII
Anonymised readiness, activation, and engagement — with a 25-client privacy floor.
Advisor-assisted mode
Co-build sections with your client by invitation — every session scoped, time-boxed and audited.
Designed with GDPR principles
Privacy-by-design, data minimisation and purpose-binding — with full audit trails your compliance team can read.
Retention you can measure
Year-round usefulness between renewals — fewer lapses, stronger renewal conversations, and a reason to engage that isn't a bill.
Share-of-wallet uplift
Life-stage signals (new child, property, illness, bereavement) surface naturally — opening warm, well-timed conversations for advisors and relationship managers.
Who we partner with
If you serve people through life's biggest moments, My Life's Vault fits inside what you already do — quietly, securely, and under your brand.
Insurance & Takaful
Life, health, critical illness, family takaful — give policyholders the preparedness their cover assumes.
Banks & Wealth Managers
Private banks, wealth & asset managers, family offices — extend the relationship beyond the portfolio.
Employers & Benefits
Employee benefits, EAPs, group risk, retirement & pension providers — a tangible wellbeing benefit families actually use.
Financial Advisors & Brokers
Beta · invite-onlyIFAs, mortgage & insurance brokers, accountants — a soft-touch readiness layer that deepens annual reviews.
Law & Estate Planning
Beta · invite-onlyLaw firms, trust & estate planners, notaries — onboard clients with their information already organised.
Healthcare & End-of-Life
Hospitals, hospice, palliative care, funeral and bereavement services — fewer painful unknowns for families.
Faith & Community
Faith-based organisations, mosques and churches, unions, professional associations — care for members beyond the doctrine.
Expat & Relocation
Global mobility, relocation, immigration and expatriate services — one vault that travels across jurisdictions.
Government & NGOs
Veterans, disability, ageing & social services — preparedness as a public good.
Don't see your category? Tell us about your clients — if you serve people, we probably fit.
Built for regulated, multi-jurisdiction distribution
One platform. Many jurisdictions. Zero compromise.
Your policyholders live in different countries with different laws, currencies and languages. My Life's Vault routes each member into the correct regional workspace at sign-up — so the will templates, witness rules, currency, language and data residency are right from day one. You distribute one product; we handle the jurisdictional surface.
- 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.
Advisor-assisted collaboration, without losing owner control.
Clients can invite trusted professionals into selected vault sections for a limited time. Every session is scoped, time-boxed and audited, and the owner can revoke access at any time. Advisor co-build workflows are being rolled out in phases.
Book a 20-minute partner demo
Tell us about your clients. We'll show you the partner console and discuss commercial terms.