Decision Vault is our intake system for Estate Planning Matters.
If you are new to Decision Vault, click the link below to create your account on Decision Vault.
If you need to log back into the system, use the link below to login to your existing Decision Vault account.
Helpful Information:
Asset
Information:
Decision Vault does ask for asset information. Please do not include full bank account numbers. Instead, please only include the last four digits of the account number.
For example - Wells Fargo Checking account, account number ending in 1234. We do not need or want the full account numbers.
Should I include retirement accounts, life insurance, annuities, or other accounts that have a pay-on-death beneficiary? Generally, we do recommend including that information. Although these assets may not be governed by your estate plan, it can be helpful to document this information.
Advisors:
Decision Vault does ask for any advisors. We are happy to work with your financial advisor or CPA’s if needed. If you do not have a financial advisor and/or CPA, and need help finding on, we can provide you with some suggestions/referrals.
Decisionmakers:
Decisionmakers is a terms used by Decision Vault to describe different fiduciary roles in your estate plan (trustees, financial power of attorney agents, agents for advance health care directive, guardians, etc.). You do not need to fill this section out as you will likely discuss and decide these roles in our conversation with you.