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Generational Vault

Say goodbye to the traditional ways of spending an entire afternoon waiting to gain access to a secure lockbox within a bank or firm on the other side of town. Who wants to take that much effort just to grab some personal paperwork for your doctor, lawyer, or advisor? Locked Away within an SSL security certificate, and using an over 2,000 bit public encryption key, your sensitive information can now be more secure and yet more accessible than ever before! Along with the ease of use and organization, the Generational Vault can also be used to gain a view and summary of your finances. Not only that, the vault can also be setup for your legacy to access when the day comes that you may need to rely on your family to take care of important matters. Get started with your online Generational Vault today!


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It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.

But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.

Generational Vault’s engine has three dynamic parts:

  • A secure portal for sharing and storing important documents
  • Third-party daily investment and banking data
  • Snapshots of financial assets and expenses, monthly newsletters, market commentaries and meeting alerts

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place!

Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.