Introduction

Safe4 have made an arrangement with the Society of Will Writers to offer a Digital Inheritance Vault that will allow your clients to store not only their inheritance plan, which will include their will, lasting powers of attorney, trusts and other essential documents of this sort, but also a wide range of other information that will assist with the execution of the probate process. Provision has also been made for private information that the client may wish to pass on to the family after his or her death. More details of the options available to you are shown here, and the benefits for the client are shown here.

How the Digital Inheritance Vault works

When you need to deliver an important document to a client it can be uploaded over a secure internet connection to a document vault that only yourself and your client can access. The Safe4 vault automatically notifies the clientwhen a document has been delivered and is available for them to download or view.

The document is stored securely within a folder structure that the Society of Will Writers has helped to define, similar to Windows Explorer, and which is fully backed up and always accessible over secure internet connections for authorised users only.

Your client can access the document directly through the Safe4 secure gateway on the Internet. Banking standard protection of Username, Password and PIN applies, and all actions within the vault are logged for audit and reporting purposes.

Providers, Inheritance Vaults and Users

The three main elements of the Digital Inheritance Vault service are:-

• A Provider who supplies the Safe4 service to its clients, or other parties with whom it interacts. As the will-writer, you are deemed to be a provider, and will thus be able to set up a digital inheritance vault on behalf of each of your clients.
• A Digital Inheritance Vault, which is made available by you to your client, and will have a standardised folder structure so that documents can be stored and accessed consistently. Safe4 stores the documents in electronic form online in “the Cloud”. Folders can be restricted so that access is given only to authorised Users.
• A User, who can be a member of your organisation (known as a Provider User), or your client and any other parties such as executors or family members that the client wishes to have access to their inheritance plan (known as Vault Users). Provider users will be able to see all of the Digital Inheritance Vaults set up by your organisation; vault users will only be able to see the contents of the vault that has been set up on their behalf.