Heritage Vault

Preserve Your Legacy, Secure Your Future

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

Whether it's personal details, financial assets, or legacy wishes, Heritage Vault provides a centralised solution to organise, manage, and securely share vital information with trusted individuals. With advanced encryption technology and customisable access controls, Heritage Vault offers peace of mind knowing that your data is protected and accessible whenever you need it. Plus, Heritage Vault ensures that your information is made available to your loved ones after you pass away, providing continuity and peace of mind for generations to come.

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Security you can trust

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.



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."

Rachelle Best

- Founder and President of Heritage Vault

One secure vault

Our different value propositions


Secure Your Legacy, Stay Organised

Heritage Vault provides individuals with a secure digital repository to safeguard their vital information and personal legacy for themselves and their loved ones. Stay organised and have all your important information at hand, knowing that Heritage Vault ensures seamless access for designated roles even after you're gone. From essential personal details to emergency and legacy plans, Heritage Vault ensures peace of mind by centralising and organising critical information in one accessible location.



Per Year

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.


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.”


Blog Post

Stay Updated with Our Blog Post & Content

Title: Securing Your Legacy: A Gift of Love and Understanding

Title: Securing Your Legacy: A Gift of Love and Understanding

In the ebb and flow of life, perhaps intentionally, we often overlook the certainty of our own mortality. Yet, failing to confront this reality only compounds the burden for those we leave behind. The aftermath of our passing isn't just a logistical challenge; it's a deeply emotional journey…

Navigating the Journey of Supporting Aging Parents

Navigating the Journey of Supporting Aging Parents

As we progress through life, we eventually find ourselves confronted with a new role: caretaker for our aging parents. It's a transition fraught with emotion and uncertainty, as the tables turn and the once-invincible figures of our youth become increasingly vulnerable.

How to Close Estate Affairs

How to Close Estate Affairs

Avoid Costly Mistakes By Doing These Things Right Away Losing a spouse or loved one is challenging. You must handle volumes of paperwork and phone calls, and dealing with a home. You have to figure out how to handle financial affairs, creditors, memberships, bills, family, etc. It can…

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