Best New Secure Cloud Vault
Your Documents, Your Life, Organized & Protected
Best New Secure Cloud Vault
Your Documents, Your Life, Organized & Protected
How It Works
You provide the documents, critical estate information, and the Vault Secures them in a highly secure cloud vault. It’s that simple.
How It Works
You provide the documents, critical estate information, and the Vault Secures them in a highly secure cloud vault. It’s that simple.
Estate Access
Modern Estate Management In The Cloud
Manage your estate by utilizing our cloud vault estate management program. Combine timely estate tax consulting with a Secure Cloud Vault to store critical information and feel secure.
Create Your Estate Plan Today
Take control of your estate plan and feel secure knowing you have created an estate plan that has organized all your critical documents and instructions in a Secure Cloud Vault. Estate Access, LLC has partnered with Peterson CPA Firm to give you complete control of your estate management plan all in the palm of your hand (Powered by EverPlan).
YOUR DOCUMENTS
YOUR LIFE
PROTECTED
Manage your estate by utilizing are cloud vault estate management program. Combine timely estate tax consulting with a Secure Cloud Vault to store critical information.
Take control of your estate plan and feel secure knowing you have created an estate plan and organized all critical documents and instructions in a safe Secure Cloud Vault.
Estate Access, LLC has partnered with Peterson CPA Firm to give you complete control of your estate management plan all in the palm of your hand (Powered by EverPlan).
How We Help You and Your Family
Provide Order To Disorder
Get everything important organized once and for all — Wills, Digital Accounts, Healthcare Documents, Life Insurance Policies, and a great deal more.
We Have Your Back
Estate Access, LLC has partnered with Peterson CPA Firm to provide staff to assist you in uploading the documents that you may want to store in your vault. The staff is trained to help you avoid confusion and encourage you to stay on track and keep your estate up to date.
Be More Than A Hero
Make sure the people you love the most have all the necessary, important and heartfelt information they will need in case something happens to you.
How We Help You and Your Family
Provide Order To Disorder
Get everything important organized once and for all — Wills, Digital Accounts, Healthcare Documents, Life Insurance Policies, and a great deal more.
We Have Your Back
Estate Access, LLC has partnered with Peterson CPA Firm to provide staff to assist you in uploading the documents that you may want to store in your vault. The staff is trained to help you avoid confusion and encourage you to stay on track and keep your estate up to date.
Be More Than A Hero
Make sure the people you love the most have all the necessary, important and heartfelt information they will need in case something happens to you.
Secure Cloud Vault
Estate Access will provide you and the people you choose with a secure cloud based vault that allows you to organize all your personal documents and messages for your trusted loved ones.
Support
Estate Access, LLC has staff to assist you in discovering which documents and messages YOU want to secure in your vault and how to properly upload them into the Vault.
Secure Cloud Vault
Estate Access will provide you and the people you choose with a secure cloud based vault that allows you to organize all your personal documents and messages for your trusted loved ones.
Support
Estate Access, LLC has staff to assist you in discovering which documents and messages YOU want to secure in your vault and how to properly upload them into the Vault.
Tax Benefits
Estate Access, LLC partners with Peterson CPA Firm to provide you with a seamless Tax and Estate Planning experience. These services include reviewing your current estate documents and creating a tax strategy that will minimize estate/income tax for you and your beneficiaries.
The Law On Your Side
Estate Access, LLC has partnered with law firms to offer you specific fixed fee packages for either preparing critical documents for your estate, reviewing documents, or updating any current documents you have.
Tax Benefits
Estate Access, LLC partners with Peterson CPA Firm to provide you with a seamless Tax and Estate Planning experience. These services include reviewing your current estate documents and creating a tax strategy that will minimize estate/income tax for you and your beneficiaries.
The Law On Your Side
Estate Access, LLC has partnered with law firms to offer you specific fixed fee packages for either preparing critical documents for your estate, reviewing documents, or updating any current documents you have.
Storage Features
Our Secure Cloud Vault Includes Storage For The Following And More:
Location of Passwords
Tax Return Information
Your CPA Information
Funeral Wishes
Banking Information
Life Care Instructions
Property Information
Lawyer Information
Life Insurance Policy
Power Of Attorney
Retirement Information
Trust
Will
Legacy Messages
Financial Information
$65
per year
Basic Package
Full Access to the Secure Cloud Vault
Brief Consulting Session (phone call)
Full Access to Estate Management Check Lists
$225
per year
Standard Package
Everything Included In Basic, PLUS
1-2 Hour Consultation with a Staff Member
A Staff Member will contact you Annually to assist you with your Vault
$525
per year
Premium Package
Everything Included In Standard, PLUS
A CPA from Peterson CPA Firm will Review your Estate Documents
Discuss various topics e.g. Tax benefits, etc.