You can upgrade your estate planning service by offering our legacy vault service to your customers to ensure timely and complete end-of-life transition of their assets. With Stornest’ legacy vault your customers get a peace of mind that their families’ financial security is safeguarded.
Build stronger relationships with existing customers
Higher customer acquisition due to a unique digital vault feature
Higher customer retention due to digital user interface through our service
Your customers’ estate plan often needs updating, and not everything they would like to pass on to their family may be in the estate plan. Stornest ensures that your customers’ legacy transition happens seamlessly:
Your customers will be asked if they wish to sign up for the ‘legacy protection service’ and if yes, they will be asked to state their beneficiary.
We conduct a thorough check-up through automated and manual steps to track the vitality of each of your customers who signed up for the service.
If your customer passes away, we pass on the information related to the estate plan plus any additional information stored in their legacy vault to their beneficiary and we inform you of this.
your customers can at any time terminate this service or change any beneficiary details.
Your customers’ estate plan often needs updating, and not everything they would like to pass on to their family may be in the estate plan. Stornest ensures that your customers’ legacy transition happens seamlessly:
At Stornest, we understand the delicate and critical nature of end-of-life asset transfer. That’s why we created a white-label solution that seamlessly integrates into estate planners’ services, elevating your value proposition. Stornest offers a digital solution to the aspects of estate planning that may require frequent updates.
An institutional system to track individuals’ vitality and all their assets across the world is unlikely to be established any time soon, but together we can take care of this.
Join us in revolutionizing end-of-life asset transfer. Contact us today to learn more about our white-label solution and how it can benefit your organization and customers.
Together, we’ll shape a more secure future.
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