Heritage Vault

Preserve Your Legacy, Secure Your Future

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About

Heritage Vault is your secure digital repository for preserving your legacy and safeguarding your most important information.

At Heritage Vault, we prioritise the security and privacy of your data.

Our platform employs state-of-the-art security measures to ensure that your information remains safe and confidential at all times. With end-to-end encryption, multi-factor authentication, and regular security audits, you can trust that your data is protected from unauthorised access and breaches. Rest assured knowing that Heritage Vault is committed to maintaining the highest standards of security to safeguard your legacy for generations to come.

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Heritage Vault's key features and benefits

Secure Digital Vault

Fortified Data Fortress

Safeguard your vital information with bank-level encryption in our secure digital vault, ensuring peace of mind and confidentiality.

Streamlined Organisation

Centralised Information Hub

Easily organise and manage all your personal details, financial assets, and important documents in one convenient location, accessible anytime, anywhere.

Proprietary Confidant Mechanism

Trusted Access Control

Invite trusted individuals as your Confidants to access your vault in emergencies, customise access permissions, and ensure privacy and security for your sensitive information.

Legacy Planning Tools

Preserve Your Legacy

Document your wishes and legacy details within Heritage Vault, ensuring your final wishes are communicated effectively and easily accessible to your loved ones when needed.

Seamless Accessibility

Anytime, Anywhere Access

Access your vault from any device with an internet connection, allowing you to retrieve important information whenever and wherever you need it, with ease and convenience.

Comprehensive Support

Dedicated Assistance

Receive personalised customer support from our team of experts, ensuring prompt assistance whenever you have questions or need help navigating Heritage Vault. Rest assured knowing that our dedicated support team is here to address your concerns and ensure a seamless experience.

Value-added Service for Businesses

Empower Your Team, Delight Your Clients

Offer Heritage Vault as a valuable benefit or value-added service to empower your employees or clients with secure personal organisation and legacy planning tools, strengthening relationships and setting your business apart.

Peace of Mind for Corporates

Elevate Client Experience

Enhance client experiences and demonstrate commitment to financial preparedness by offering Heritage Vault as a value-added service, streamlining estate finalisation processes and ensuring efficient handling of vital information.

"True wealth lies in the lives we touch and the footprints we leave behind."

- Founder and President of Heritage Vault

Our different value propositions

Individuals

Single Vault

A secure digital repository for individuals to organize and protect their personal and legacy information for themselves and their loved ones. The Individual Plan ensures that all your vital information is centrally stored and easily accessible to trusted individuals when needed.

$

25

Per Year

Family Vault

This plan offers two completely separate vaults under a single account, meaning each individual has their own secure, independent space. While you benefit from the convenience of a shared account, no data is ever shared between the vaults - making it perfect for couples or families who want to manage their digital legacies individually but under one subscription.

Coming Soon

Small businesses

Empower Your Team, Enhance Client Relationships

Heritage Vault offers small businesses the opportunity to empower their staff members with a valuable tool for personal organisation and legacy planning. By providing Heritage Vault as a benefit for employees or as a value-add service for clients, businesses can strengthen relationships, increase loyalty, and differentiate themselves in the market. Whether it's streamlining internal processes or enhancing client offerings, Heritage Vault enables businesses to demonstrate their commitment to the well-being and security of their stakeholders.

Corporates

Elevate Client Experience, Ensure Financial Preparedness

Heritage Vault serves as a powerful solution for corporates and financial services organisations seeking to enhance their client offerings and differentiate themselves in a competitive market. By providing Heritage Vault as a value-added service, organisations can deepen client relationships, foster trust, and demonstrate a commitment to holistic financial well-being. Facilitate efficient estate finalisation processes and expedite beneficiary management by empowering clients with the secure and streamlined management of vital information through Heritage Vault.

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Feedback from our clients

Amelia Burgess Physicist and mentor

"It is hard enough to face the emotional turmoil of a loved one’s death. To unexpectedly realise that you are simultaneously facing a logistical nightmare can be devastating.

Michael Hendricks Entrepreneur and wine collector

“Heritage Vault is easy to join very quick to get started. The format in which it is designed made is very easy for me to identify and organise all the documents, pieces of information and ditital details that my loved ones would need if anything had to happen to me.”

Marion Thomson Retiree and world traveller

“As a single person, who does not have someone who is immediately familiar with all my information, the Heritage Vault is invaluable and will provide my family with all the information needed when the day comes that they need to act on my behalf. It contains ALL the information they might need in one place - from financial and medical to my will, wishes and many more – in a user-friendly and very easy to navigate application. Thank you!”

Caroline Smith CEO and innovator

“A friend of mine passed away and as I was sitting at the funeral I realised that the service and the fuss is not what she would’ve wanted at all. This is not who she was. If only she could’ve had a safe space to communicate the details while she was still alive. Thank you Heritage Vault for knowing the same will not happen to me.”

Reading

Stay Updated with Our Blog Post & Content

Signals, Not Noise: How Financial Institutions Can Empower Meaningful Legacy Planning

01Aug

Signals, Not Noise: How Financial Institutions Can Empower Meaningful Legacy Planning

In an era where information overload is the norm, financial institutions play a critical role in helping clients filter out the noise and focus on what truly matters—particularly when it comes to legacy planning. When clients are faced with the task of planning for their future and securing…

Learn more

Cut Through the Noise: How to Make Sure Your Final Wishes Are Understood

01Aug

Cut Through the Noise: How to Make Sure Your Final Wishes Are Understood

In a world flooded with constant information, ensuring that your final wishes are understood and easily accessible becomes a crucial responsibility. It’s easy to get lost in the noise - our busy lives, digital clutter, and emotional overwhelm. But when it comes to your legacy, clarity is key.…

Learn more

The Things Clients Forget—and Why It’s Your Responsibility to Help Them Remember

01Jun

The Things Clients Forget—and Why It’s Your Responsibility to Help Them Remember

As a business or financial services provider, it’s your duty to provide value beyond the basics. Clients trust you to help safeguard their financial futures, which includes managing not only the obvious aspects of their wealth but also the finer details that are often forgotten. When clients forget…

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