Arken Vault, powered by BePrepared, gives you an instant solution for handling your clients digital assets, while also saving you hundreds of hours per year on email, automating client referrals & making you stand out amongst other estate planners.
Solve digital assets for your clients, and never lose a client to another firm again. Your digital asset vault lives on your clients phone and computer, securely storing documents not just from you - but all their advisors - making you the single touchpoint for their entire digital estate. Automatic notifications will keep your firm top-of-mind and make them feel valued and taken care of.
BePrepared makes it easy to handle estates 10x faster than normal by providing a single, secure place for both you, your client, and all of your client’s other legal representatives to upload their files. No more email requests for copies of documents, and no more email chains chasing down documents from other advisors.
On average, for every 100 vaults purchased, another 40 requests are received. Why? Every client that creates a vault, adds their close circle of loved ones to receive items (‘recipients’). Each recipient is created a ‘read-only’ account, so they can receive their loved ones' data. As recipient accounts are created, recipients get to experience your firms offering (the vault) and learn about you - all without you lifting a finger. They also know someone close to them already trusts and uses you. This 'virtual word of mouth' is powerful - and means that when you do reach out, they're much more likely to become a client.
Equipped with military-grade encryption that’s more secure than a bank, our software has been carefully constructed to look like a seamless extension of your practice’s branding, so you’ll get full credit for protecting your clients’ digital assets and privacy.Learn More
With digital assets making estates increasingly more complex, it's clear that the estate plans of the past no longer provide sufficient protection. This is your chance to step in and up with competitive services that protects your client’s digital lives – so they don’t go to another practice who will.