Safeguard Your Tomorrow, Today
DocuGuardian™:
The Premier Tool to Secure Your Clients’ Legacies
- DocuGuardian creates opportunities for customer/client retention and expansion revenue.
- Value-added solution increases client engagement, fosters peace of mind & streamlines end-of-life planning for clients & their families.
- Notification-enabled secure platform to organize, manage, & share estate and legacy documents of all kinds.
- Customized for attorneys, financial advisors, trust companies, multi-family offices, insurers, and more.
Safeguard Your Tomorrow, Today
DocuGuardian™:
The Premier Tool to Secure Your Clients’ Legacies
- DocuGuardian creates opportunities for customer/client retention and expansion revenue.
- Value-added solution increases client engagement, fosters peace of mind & streamlines end-of-life planning for clients & their families.
- Notification-enabled secure platform to organize, manage, & share estate and legacy documents of all kinds.
- Customized for attorneys, financial advisors, trust companies, multi-family offices, insurers, and more.
Why DocuGuardian
Increased Retention and Revenue
Keep clients connected to your firm and increase expansion revenue.
Enhanced Client Services
One complete notification-enabled solution to securely house any and all client documents in one in place, providing peace of mind and setting your firm apart.
Strengthen Client Relationships
Foster deep rooted, lasting client relationships by addressing the critical need for complete legacy management and communication.
Build Trust, Loyalty, and Engagement
Strengthen trust, enhance client loyalty, & encourage consistent client engagement.
Streamlined Integration and Support
Easy implementation and ongoing support that ensures onboarding and maintenance is seamless for your firm, your clients and their loved ones.
Real Statistics, Real-life Consequences
~$
0
Billion
Lost in unclaimed life insurance payouts
0
%
Of adults don’t have a complete end-of-life plan
0
%
Of adult children don’t know where their parents store their estate documents
~$1.6 Trillion
Lost retirement monies
$
0
Trillion Amount Baby Boomers are transferring in wealth
0
%
increase in weather-related disasters over 50 years, leading to property and document loss
How It Works
Collaborate with Clients
Professional and Client upload, organize and share a wide variety of content in secure vault
Clients remain engaged and retention is improved with DocuGuardian reminders and notifications
Upon passing, Client’s trusted Designee inherits content
Social Proof
& Testimonials
Feedback from some of our members
Creating my will with [Testament Website] was so easy and stress-free! The guided steps and clear instructions made everything simple, and now I feel secure knowing my wishes are documented. Highly recommend for peace of mind!
Anna Wilson
CEO and Co-founder of ABC Company
Creating my will with [Testament Website] was so easy and stress-free! The guided steps and clear instructions made everything simple, and now I feel secure knowing my wishes are documented. Highly recommend for peace of mind!
Anna Wilson
CEO and Co-founder of ABC Company
Creating my will with [Testament Website] was so easy and stress-free! The guided steps and clear instructions made everything simple, and now I feel secure knowing my wishes are documented. Highly recommend for peace of mind!
Anna Wilson
CEO and Co-founder of ABC Company
Creating my will with [Testament Website] was so easy and stress-free! The guided steps and clear instructions made everything simple, and now I feel secure knowing my wishes are documented. Highly recommend for peace of mind!
Anna Wilson
CEO and Co-founder of ABC Company
Features
 Client Storage Capacity | AI Powered Document Reminders * |
 Personal Dashboard | Search Capabilities * |
| Available 24/7 Global Accessibility | Platform Guided Tour * |
| Manage Professional And Personal Contacts | Legacy Health Score * |
| Letters Of Instruction Vault (Burial / Funeral, Organ Donation / Pet / Additional Wishes) | Apple & Android Apps * |
| Convert Your Paper Documents To Digital | Designee Access * |
| Legal & Estate Vault | Recommender System * |
| Financial Vault | Critical Alerts * |
| Insurance Vault | Post-Passing Checklist For Designee * |
| Photos, Videos And Memories Vault | Find Lost Assets Tool * |
| Personalized Video Upload | Document Scanning Tool * |
| Help Links And Knowledge Base | Tell Us Your Story Tool * |
| Recommender System * | Bucket List * |
| Video Recording Tool * | AI Chat Assistant * |
| Referral Rewards * | Membership Gifting * |
| Bulk File Uploading * |
* Coming soon features
Features
| Client Storage Capacity | AI Powered Document Reminders * |
| Personal Dashboard | Search Capabilities * |
| Available 24/7 Global Accessibility | Platform Guided Tour * |
| Manage Professional And Personal Contacts | Legacy Health Score * |
| Letters Of Instruction Vault (Burial / Funeral, Organ Donation / Pet / Additional Wishes) | Apple & Android Apps * |
| Convert Your Paper Documents To Digital | Designee Access * |
| Legal & Estate Vault | Recommender System * |
| Financial Vault | Critical Alerts * |
| Insurance Vault | Post-Passing Checklist For Designee * |
| Photos, Videos And Memories Vault | Find Lost Assets Tool * |
| Personalized Video Upload | Document Scanning Tool * |
| Help Links And Knowledge Base | Tell Us Your Story Tool * |
| Recommender System * | Bucket List * |
| Video Recording Tool * | AI Chat Assistant * |
| Referral Rewards * | Membership Gifting * |
| Bulk File Uploading * |
