The new standard in legacy planning

Empathy LifeVault™ is the first platform designed with financial institutions in mind, enabling carriers to discover untapped value like never before.

A graphic display featuring an array of folders representing different estate planning documents. The folders include "Last Will & Testament," "Healthcare Directive" (notarized), "Funeral Directive," "Revocable Living Trust" (pending signatures), and "Power of Attorney." The card for "Last Will & Testament" shows a couple smiling at each other, and the "Revocable Living Trust" card features a joyful woman and a young girl outdoors.

Trusted by leading organizations

How it works

Trusted legacy planning for clients & policyholders

An image of a happy family sitting together, smiling and interacting warmly. Overlaying the image is a digital graphic.

A legacy plan widget titled "Your legacy plan," which includes six labeled folders, representing different components of an estate plan. The folders are titled: Last Will & Testament, Revocable Living Trust, Healthcare Directive, Power of Attorney, and Funeral Directive.

Comprehensive planning

A Last Will & Testament, Revocable Living Trust, Power of Attorney, Advance Healthcare Directive, Funeral Directive, and more.

An image of a person reclining on a sofa, working on a laptop in a well-lit living space. Overlaid on the right side of the image is a media widget.

A media interface featuring a video player. The main video is titled "Property in your Will," with a still image of a woman speaking. Below it, there is a section labeled "More to discover" with three additional video thumbnails: "Healthcare proxies", "Executors 101", and "Children & guardians", each featuring different individuals.

Extensive resource library

Our series of video guides provides a breakdown of the legacy planning process, helping families make more informed decisions.

An image of a man and a woman sitting together, focusing intently on a laptop screen. Below them, a digital interface displays their asset distribution.

A digital interface widget that displays asset distribution information, indicating that 100% of assets are allocated to four beneficiaries. The details list Matthew Shapiro with 50%, Ruth Smith with 15%, Anna Shapiro with 25%, and Noah Brown with 10%. A horizontal bar visually represents the distribution percentages.

Self-guided experience

Developed with estate attorneys, LifeVault guides families through creating their legacy plan independently.

An image of a woman seated on a couch, talking on her phone while looking at her laptop. In the foreground is a digital interface widget.

A digital interface displays a section titled "Share your legacy plan." It includes an option to add a new contact and an "Invite" button. Below this, three contacts are listed: Anna Shapiro, Matthew Shapiro, and Noah Brown, each accompanied by their email addresses and toggle switches for sharing the legacy plan.

Collaboration & sharing

Easy and secure document sharing with family members and trusted individuals.

exceptional business value

Enhance loyalty and retention with an enterprise-grade solution

Branded offering

Fully white-labeled, LifeVault ensures a seamless experience for policyholders, keeping all activity within the carrier’s brand. As an integral part of your enterprise solution, it provides the flexibility to bundle with any other product.

Elevated trust

Including holistic financial support in the policy amplifies the role of the insurance carrier and fosters trust. LifeVault’s remarkable service and experience increase satisfaction and help cultivate relationships across generations.

Improved persistency

New touchpoints with policyholders reduce lapse rates and improve the connection with the carrier. LifeVault keeps carriers informed about their clients' life changes, allowing them to proactively reach out with personalized support.

Accelerated growth

With a dedicated space highlighting your offerings, LifeVault creates opportunities for engagement and potential sales. It encourages coverage reassessment, generates new business, and fosters deeper client-agent relationships.

a holistic suite of products