Estate and legacy planning reimagined for the next generation

Trusted by leading organizations

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Empathy LifeVault™ gives institutions a way to offer families complete estate planning — practical, personal, and built to last.

Create legally valid estate documents

Build a complete estate plan in one secure place. Create your Will, Trust, Power of Attorney, and more with guidance at every step.

Rehearse hard conversations

Think through what you want to say before you say it. LifeVault Conversations gives you a private space to prepare for sensitive discussions.

Organize household assets

Catalogue every asset you own — all in one place. Track real estate, accounts, investments, and more to get a complete picture of your estate.

Share & store securely

Upload your Wills, account statements, directives, and other important documents, and share them securely with the right people.

Tap into a resource library

Watch short videos that break down Wills, Trusts, Powers of Attorney, and more so estate planning never feels overwhelming.

Plan as a couple

Build your plan together. Couples Accounts lets you and your partner create, organize, and manage your legacy plans in one secure, shared space.

Write what matters with Legacy Letters

Complete your plan with the words that matter most. Legacy Letters guides you through capturing your values, your stories, and your voice for the people you love.

The estate planning gap is costing advisors relationships and families' peace of mind
69%
Of adults across the US, UK, and Canada don't have a will.
90%
Of heirs leave their parents' financial advisor after receiving an inheritance.
57%
of families say emotional barriers prevent wealth conversations from happening.
53%
of families would find their estate documents incomplete or unfindable in an emergency.
Turn life transitions into ongoing, repeatable client touch-points with Empathy Connect™Learn more

Frequently
Asked Questions


Show up smarter, stay engaged longer, and deepen relationships with clients and the next generation