Press Release
Plan Ahead Partners Launches Revolutionary Client Portal: Plan Ahead Trust Vault
Rancho Cucamonga/Palm Desert, CA May 6, 2024 – Plan Ahead Partners, a leader in innovative Trust and Estate Planning solutions, proudly unveils its latest offering: the Plan Ahead Trust Vault. This cutting-edge client portal empowers users to securely access and manage their Revocable Trust and Estate Plan Documents with unprecedented ease and convenience.
The Plan Ahead Trust Vault serves as a comprehensive digital platform, allowing clients to efficiently interact with their vital legal documents. With just a few clicks, users can access, review, and share their trust and estate plans with designated recipients such as physicians, trustees, family members, banks, and escrow companies. Whether you are away from home and need access to your documents, they have been lost or destroyed, or you need them in a hurry, this seamless integration streamlines the often-complex process of managing trusts and estates, offering unparalleled peace of mind and efficiency.
"Our mission at Plan Ahead Partners has always been to empower our clients with the tools they need to navigate their financial futures with confidence," said Craig Griffin, Co-Founder of Plan Ahead. "With the launch of the Plan Ahead Trust Vault, we're revolutionizing the way individuals manage their trust and estate plans, offering a secure, user-friendly solution that puts control back in their hands."
Key features of the Plan Ahead Trust Vault include:
Secure Document Access: Clients can securely access their Revocable Trust and Estate Plan Documents anytime, anywhere, with bank-level encryption ensuring the highest level of data protection
Effortless Document Sharing: With a few simple clicks, users can share their documents with designated recipients, streamlining communication and collaboration between all parties involved in trust and estate management.
Comprehensive Accessibility: The Plan Ahead Trust Vault is accessible across multiple devices, including desktops, laptops, tablets, and smartphones, ensuring seamless access to vital documents whenever and wherever they're needed.
Affordable Subscription Model: At just $49 per year, the Plan Ahead Trust Vault offers exceptional value, providing clients with unparalleled access to state-of-the-art trust and estate management tools at an affordable price point.
The Plan Ahead Trust Vault represents a significant step forward in the evolution of trust and estate planning, offering a secure, user-friendly solution tailored to the needs of modern individuals and families.
For more information about the Plan Ahead Trust Vault and to sign up for a subscription, visit www.planaheadtrust.com or if you have questions please call Craig Griffin at (909) 544-7573.