Vault Manager
Especially useful for lawyers nearing retirement, Vault Manager is a software tool which helps law firms manage client information, documents and other items which are stored within their firms' vault. As clients move or change their information, Vault Manager keeps pace, ensuring that client, representative and beneficiary information is readily available and up-to-date, for when it's needed.
Each executed document, which is linked to the Testator information within Vault Manager, can also be broken down to highlight salient clauses which need to be monitored. Utilizing this aspect of Vault Manager, law firms can use their talent and knowledge to be proactive for their Wills clients, providing information based on relevant regulatory changes which specifically speak to their clients desires, and more importantly, advise clients when it's time to come in and update their Will based on changes which could affect validity or intent. By asking Vault Manager a simple question, users can be given powerful information such as which clients have a specific clause in their executed Will which needs to be updated, which clients haven't updated their Will in the last five years, and so on.
Vault Manager is also an integral part of Emergent's Estate Planning software, which uses information entered to quickly merge accurate, relevant and already formatted Wills, Powers of Attorney, Codicil's and other planning type documents. When used together, users are able to assemble quality documents in minutes, easily customize content to suit the specific needs of the individual, and provide the date the final draft was executed for Vault Manager.
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