The new standard in estate & legacy planning

Empathy LifeVault™ helps firms prepare families with confidence. Our intuitive platform makes it easy to create, store, and share estate plans.

A graphic display featuring an array of folders representing different estate planning documents. The folders include "Last Will & Testament," "Healthcare Directive" (notarized), "Funeral Directive," "Revocable Living Trust" (pending signatures), and "Power of Attorney." The card for "Last Will & Testament" shows a couple smiling at each other, and the "Revocable Living Trust" card features a joyful woman and a young girl outdoors.

Trusted by leading organizations

Closing the gap in generational estate planning

67%

of individuals reported that they do not have an estate plan in place

52%

of individuals don’t know where their parents stored important documents

43%

of people 55 and over say they lack an advocate to look out for their best interests

35%

say they face or know someone who faced familial conflict due to lack of planning

How it works

Helping families safeguard what matters most

An image of a happy family sitting together, smiling and interacting warmly. Overlaying the image is a digital graphic.

A legacy plan widget titled "Your legacy plan," which includes six labeled folders, representing different components of an estate plan. The folders are titled: Last Will & Testament, Revocable Living Trust, Healthcare Directive, Power of Attorney, and Funeral Directive.

Comprehensive estate planning

LifeVault™ brings everything together in one intuitive, secure, digital experience, helping individuals build a clear estate plan their families can rely on.

An image of a mother and her adult daughter smiling and having a conversation while holding a tablet in a well-lit living space. Overlaid on the right side of the image is a widget displaying asset distribution.

A media interface featuring a video player. The main video is titled "Property in your Will," with a still image of a woman speaking. Below it, there is a section labeled "More to discover" with three additional video thumbnails: "Healthcare proxies", "Executors 101", and "Children & guardians", each featuring different individuals.

Document creation for wills and key directives

Create legally valid legacy planning documents like a Last Will and Testament, Revocable Living Trust and more—through an intuitive experience that guides you every step of the way.

An image of a man and a woman sitting together, focusing intently on a laptop screen. Below them, a digital interface displays their asset overview.

A digital interface widget that displays asset distribution information, indicating that 100% of assets are allocated to four beneficiaries. The details list Matthew Shapiro with 50%, Ruth Smith with 15%, Anna Shapiro with 25%, and Noah Brown with 10%. A horizontal bar visually represents the distribution percentages.

Asset overview across the full estate

Give clients an intuitive way to document, organize, and manage financial assets — from real estate and personal items to retirement plans and insurance — providing a comprehensive view of the estate. This digital estate planning view helps advisors and families stay aligned on what matters most.

An image of a person reclining on a sofa, working on a laptop in a well-lit living space. Overlaid on the right side of the image is a media widget.

A digital interface displays a section titled "Share your legacy plan." It includes an option to add a new contact and an "Invite" button. Below this, three contacts are listed: Anna Shapiro, Matthew Shapiro, and Noah Brown, each accompanied by their email addresses and toggle switches for sharing the legacy plan.

Extensive resource library

From navigating tax implications to managing emotional decisions and evolving life circumstances, the learning center offers short insightful video tutorials to break down complex topics.

An image of a woman seated on a couch, talking on her phone while looking at her laptop. In the foreground is a digital interface widget.

Secure digital document vault

Organize all estate and legacy planning documents in one secure, centralized space — wills, trusts, powers of attorney, and more. LifeVault™ streamlines management and enables private, controlled sharing with trusted individuals.

An image of a couple sitting on the couch with a laptop and paper documents. Overlaying the image is a widget showing the couple's estate planning checklist.

Coordinated estate planning for couples

Plan side-by-side in one secure place. Couples’ accounts support coordinated planning, helping partners stay organized, aligned, and confident that both of their wishes are protected. Advisors gain a clearer view of the family’s overall estate plan, making it easier to build long‑term, multigenerational relationships.