Client vault FAQs

Vault allows you to store your bank of Wills data, upload copies of all estate planning documents, information on who the representatives to the documents are and the location of each original document.

All information is stored digitally online keeping information available to you 24/7 all while keeping your data secure.

Our Vault product allows you to easily store client information, digital copies of Wills, Powers of Attorney, Trust Deeds, and any other estate planning documents, identify whether the document is current or revoked, the location of each original copy, and who the representatives are.

Vault data is accessible online 24/7 and will keep your firm organized and information at your fingertips.

Estateably has obtained its SOC 2 Type 2 Audit certification, underlining our commitment to the highest security standards.

Yes, you will have to set up each offices as a team in your organization. Click here for our quick reference guide or contact [email protected] for assistance.

Have your system administrator log into settings, select a vault setup from the dropdown and enter your vault starting number. Click here for our quick reference guide or contact [email protected] for assistance.

If you do not see a lawyer who is the responsible file owner in the list on the matter, contact your system administrator to add all lawyers to your firm's saved contacts.

Contact [email protected] for assistance.

On the intake tab, select the marital status as either married or common law. Enter the spouse name in the spouse name field. Select the name from the drop down list and check Link Spouse File.

Click on the Go to Linked File to go to the linked spouses file from the other spouses file.

Check the Link Spouses File Checkbox and click Proceed in the message.

If you assign Vault/Envelope or Pouch numbers to your Estate Planning files, you will need to enter the next available starting number in order for you to set up your autogenerate vault number.

No, there is no need for you to enter a Vault/Envelope or Pouch number.

Click on the representative to be deleted in the list of Representatives, click on the ellipses, click delete and Proceed.

In the list of documents, click on the document to be deleted, click on the ellipses, click delete, and Proceed.

Yes, click on the paperclip icon under the attachment in the list of documents.

Locate the document in the list, click on it or click on the eclipses to edit it, and click on the X next to the document in the support document section.

No, the idea behind the document list is to have one unique document associated with a document in the list. If you have created a new document for your client to replace an existing one, it may be good practice to mark the old documents revoked.

This way you have a history of work you have done for your client. It is up to you to determine your best practices.

Simply click on Vault on your top menu bar!

Make sure you click update to save your data and then click on Vault on the top menu bar to bring you back to your main screen. From there, you can click on "add new file".

You can delete a Vault file by clicking on the ellipsis on the right-hand side of the vault file in your active file list.

Locate the file in the Active Files list, click on the eclipses, select rename, enter new name and click Save.

Vault is included free with all organization plans. However, each plan has a max limit to the number of free vault records allowed.

You can move up to the next subscription plan if you require additional vault records. If you are on the Advanced plan, you can add 500 additional Vault files at a cost of $30.00 per month.

If you have exceeded your Vault limit on your current plan, your Billing Administrator will have to move to the next available plan.

If you are on any plan lower than Advanced, it is less expensive to move up a tier than pay for extra vault files. Contact your Billing Administrator to upgrade your plan.

If you are on Essentials or Core and have reached the maximum limit of Vault records under these plans, you will need to move to the next pricing plan in order to unlock additional free Vault records. Contact your Billing Administrator to upgrade your plan.