ZOI VAULT

Life Document Storage

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Legacy Contact Coordination

ZOI will coordinate with the person (or people) you designate to be the recipient of your documents upon your death. That person may be a family member or even your financial professional i.e. Attorney, CPA or Financial Advisor. You can also control the permissions your Legacy Contact(s) has to the documents during your life for added privacy.

 
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ZOIVault gives you a powerful, patterns-based way to build and organize end-of-life documents

 
 

Quick Acccess

ZOIVault is a tool that makes it easy to add, remove, and update documents regarding life insurance, wills, deeds and power of attorney.

ZoiVault Document Storage
 
 
ZoiVault

Document Viewers

You can easily find documents that details what should happen should an end of life event occur.

 

About Zoi Vault

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Watch the video to hear stories on how ZOI could have made a difference when people needed it most.

All-In-One

Unlike a thumb drive that can be lost or damaged, ZOIVault provides a permanent location for your end-of-life documents and simple coordination with your Legacy Contact(s).

  • Life Insurance Policy

    Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money upon the death of an insured person.

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  • Wills & Trusts

    With a will, your assets are distributed how you have stated you wish them to be and once the wishes of the will have been performed  
     
     

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  • Property Deeds & Titles

    The deed is the physical document that proves ownership. The title is the concept of legal ownership that the deed grants you.  
     
     

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  • Retirement Plans

    Stack comes with integration for Mail Chimp and Campaign Monitor forms - ideal for modern marketing campaigns  
     
     

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  • Power of Attorney

    A POA gives the agent or attorney-in-factthe authority to act on behalf of the principal.  
     
     
     

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  • Bank & Investment Statements

    A bank statement is a document (also known as an account statement) that is typically sent by the bank to the account holder every month, summarizing all the transactions of an account during the month.

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Get Started
  • Step 1: Select Your Plan!
  • Step 2: Upload your documents
  • Step 3: Choose Your Legacy Contacts!