Vault Estate Planning is a specialized estate planning firm that makes protecting a family’s future simple, educational, and affordable through a unique combination of legal expertise and document preparation services. They stand out by offering a streamlined, video-based learning platform that empowers clients to make informed decisions before creating fully customized estate plans.
The firm’s approach demystifies estate planning by first educating clients through comprehensive online courses, then guiding them through an intuitive process to develop tailored legal documents. They focus on helping individuals and families avoid probate, protect children, minimize taxes, and plan for incapacity, all while offering services at a fraction of traditional attorney-led planning costs.
Services Offered
- Estate Planning
- Wills
- Trusts
- Revocable Living Trust
- Last Will and Testament
- Advance Directive
- Power of Attorney
- HIPAA Waivers
- Transfer Documents
- Irrevocable Trusts
- Asset Protection
- Estate Planning Education (via Learning Management System)
- Custom Estate Plan Creation
- Financial Planning (in partnership with 5 Rings Financial)
- Tax Planning
- Life Insurance Planning
Through its partnership with 5 Rings Financial, the firm offers integrated wealth protection strategies, and its educational platform includes free courses covering essential topics like trust management, probate avoidance, and legacy planning.
