VAULTLY
How It WorksBook My Demo

For Estate Attorneys

Get back 570 hours a year
and stay at the center of every estate.

Vaultly is a white-labeled digital vault for your firm. Clients store their digital lives with you — and Vaultly automates the work that used to disappear into probate.

Book a 30-min demoSee the math →

White-labeled · Bar-compliant · Read-only client connections

0
HOURS SAVED PER YEAR
14 days
onboarding
$0
to start

The killer features

Four ways Vaultly pays for itself in the first quarter.

Find every account before probate starts.

Your client connects their email once. Vaultly surfaces 147 average accounts — financial, crypto, subscriptions, social — categorized and ready for your matter file.

  • ✓Average 147 accounts surfaced in 45 seconds
  • ✓Categorized by financial relevance
  • ✓Updates continuously as life changes

What your clients already own

Your clients' digital estates are bigger than they think. So is yours, once you see it.

Financial

Chase · Bank of America · Wells Fargo · Fidelity · Charles Schwab · Robinhood

Crypto & Digital Assets

Coinbase · Kraken · Gemini · MetaMask · Ledger · Trust Wallet

Business & Commerce

Shopify · Stripe · Square · Amazon Seller Central · Etsy

Creator & Content

YouTube · Patreon · Substack · TikTok · Instagram · Twitch

Cloud & Infrastructure

AWS · GitHub · Google Workspace · GoDaddy

Subscriptions

Netflix · Spotify · Amazon Prime · Disney+

Social

LinkedIn · Instagram · Facebook · X

And we keep going

+ 200 more platforms across every category

Every one of these is an asset your client's will doesn't mention — and an account their executor can't access without this picture.

Executor ROI

VERIFIED

The math behind 570 hours.

Without Vaultly
  • Intake interview6.5 hrs / client
  • Account discovery4.0 hrs / client
  • Executor handoff8.0 hrs / estate
  • Annual check-in1.5 hrs / client
≈ 20 hrs / matter
With Vaultly
  • Intake interview0.5 hrs / client
  • Account discoveryAutomatic
  • Executor handoff1.0 hr / estate
  • Annual check-in0.25 hrs / client
≈ 1.75 hrs / matter
Per year (50 matters)
  • Hours saved570 hrs
  • Recurring rev / vault$2,400
  • Onboarding14 days
  • Setup cost$0
ROI in quarter 1
See it in your firm →

Prototype preview

See the executor dashboard live in your demo.

We'll walk through real client data with your firm's branding, your release rules, and the executor flow your clients' families will use.

Book the walkthrough
yourfirm.vaultly.to / executor
ESTATE OF · MARGARET R. WALSH
accounts_discovered ........ 147
accounts_with_instructions . 147
executor_status ............ verified
release_phase .............. 2 of 4
next_action → notify_beneficiaries ()
_ROI_THIS_MATTER
hours_saved ................ 18.2
handoff_eta ................ 4 days

Book your demo

30 minutes. Tailored to your firm.

We'll show the executor dashboard with your branding, walk through onboarding, and model recurring revenue for your firm.

No card. No commitment. 30 minutes of your time.

From founding partner firms

Firms that picked up the time back.

"I stopped dreading executor calls. The dashboard does in an afternoon what used to take six weeks."
Helena C.
Estate Partner · Walsh & Reid LLP
"Vaultly turned our wills practice into a relationship business. Clients come back every year."
Marcus T.
Solo Practitioner · Trust & Estates
"The 14-day onboarding sold me. We were branded, trained, and live before the next bar meeting."
Priya N.
Managing Partner · Northbridge Law