My Vault Limited is a forward-thinking provider of digital estate planning services, specializing in organizing and securing clients’ financial and personal information to complement their last will and testament. The company distinguishes itself by offering a secure, cloud-based platform that ensures no asset is overlooked, reducing the stress and complexity often associated with probate.
With founders bringing over two decades of financial services experience, My Vault adopts a proactive, client-centered approach aimed at individuals, couples, and families seeking to protect and streamline the transfer of their estates. The service includes regular updates and reviews, ensuring that all records remain current and comprehensive, ultimately safeguarding clients’ legacies against the risk of becoming part of the UK’s £15 billion in unclaimed assets.
Services Offered
- Digital Estate Planning
- Creation and Maintenance of Personal Data Statements
- Secure Cloud-Based Storage for Asset and Liability Documentation
- Organization of Financial Accounts, Properties, Insurance Policies, and Utilities
- Tracking of Investments, Pensions, and Debts
- Assistance with Probate Process Preparation
- Regular Account Reviews and Update Reminders
- Secure Access for Legal Representatives and Executors
- Guidance on Minimizing Inheritance Tax
- Support for Joint and Single Subscriptions
My Vault serves clients across the UK, offering services in English and emphasizing data security through compliance with GDPR and registration with the Information Commissioner’s Office (ICO). The company provides a 30-day money-back guarantee and operates on a flexible monthly subscription model with no long-term contracts.
