Client data or basic information includes name, address, date of birth, mobile and landline numbers. Client contact information includes emergency contacts’ name, relationship and communication keys.
Client documents include any scanned information that is pertinent to the estate such as driver’s license, passport, credit reports, financial account statements, investment documents, stock certificates, tax bills, utility bills, vehicle registration, insurance cards, policy declaration pages and the like.
Client documents can also include spreadsheets of valuable collections (art, instruments, automobiles, firearms), agreements covering rental property, family heritage pages, photo albums, family trees, manuscripts and a variety of files that the client is keeping for financial or other reasons.
Client documents can also include trust documents, powers of attorney, wills, health directives, memorial and end-of-life wishes. There is no limit to the number or size of documents that can be stored in a client’s electronic vault. Video files are not supported.