Safe custody
for clients
digital assets
BePrepared provides you a secure, firm-branded digital vault—to confidentially store access to your clients’ phones, computers, email accounts and other digital assets for efficient probate and estate administration.
Compliant and Certified:
As Featured By:
The industry standard in digital asset management.
The future is digital, and you need to be prepared.
Many of our clients admit to previously avoiding discussions around digital assets because they didn’t have an adequate solution. Now you, like them, can confidently lead your clients through a seamless estate planning experience - physical and digital.
Estate Planners have been asked about transferring digital assets to heirs after death.
of Estate Planners have dealt with questions about digital assets.
Estate Planners predict the future of estate planning to be digital.
A vault tailored to your branding
Solve digital assets for your clients, and never lose a client to another firm again. Your digital asset vault lives on your clients phone and computer, securely storing documents not just from you - but all their advisors - making you the single touchpoint for their entire digital estate. Automatic notifications will keep your firm top-of-mind and make them feel valued and taken care of.
The best place for your clients to store all their digital assets
- Domain Names
- Code Bases
- Social Media Accounts
- Video Game Libraries
- Digital Book Collections
- Online Memberships
- Photos
- Videos
- Messages
- Recordings
- E-Signing
- Knowledge Bases
- Compositions
- Property
- Paypal
- eBay
- Micro investment platforms
- Password managers
- Cryptocurrency
- NFT's
- Mobile Phones
- Email Accounts
- Online Businesses
- Computers
- Tablets
- Online Trading Accounts
- Online Gambling Accounts
- Intellectual property
- Cloud Storage
- Documents
Save hundreds of hours spent on emails and data collection
BePrepared makes it easy to handle estates 10x faster than normal by providing a single, secure place for both you, your client, and all of your client’s other legal representatives to upload their files. No more email requests for copies of documents, and no more email chains chasing down documents from other advisors.
Generate 40% more client leads on auto-pilot
On average, for every 100 vaults purchased, another 40 requests are received. Why? Every client that creates a vault, adds their close circle of loved ones to receive items (‘recipients’). Each recipient is created a ‘read-only’ account, so they can receive their loved ones' data. As recipient accounts are created, recipients get to experience your firms offering (the vault) and learn about you - all without you lifting a finger. They also know someone close to them already trusts and uses you. This 'virtual word of mouth' is powerful - and means that when you do reach out, they're much more likely to become a client.
Military Grade security for your clients' digital assets
Equipped with military-grade encryption that’s more secure than a bank, our software has been carefully constructed to look like a seamless extension of your practice’s branding, so you’ll get full credit for protecting your clients’ digital assets and privacy.
Learn MoreA full suite of features to suit your practice and client needs.
- Integrate with over 7,000 platforms
- Team and individual platform permissions
- Desktop and mobile applications
- Automatic touch points
- Automated lead follow ups
- Customisable emails
- Full API for custom integrations
- Vault Templates
- Data Requests
- Collaborate with other estate members
- Will bank management
- Death certificate verification
- Connect Dropbox, iCloud, Google Drive
- Automatic account syncronisation
- Multi-factor authentication
- Hardened user controls
- Add any type of file
- Built in cryptocurrency support
- Pet and Dependent instructions
- Loss of capacity support
- Email-to-vault support
- Group & individual data permissions
- Firm-branded client guides
- Website & Social media content
- Military-grade security protocols
- Triaged tech support for clients
- Secure file transfer
- Region specific data centers
Your Practice
BePrepared Vault
360° Estate Plan
With digital assets making estates increasingly more complex, it's clear that the estate plans of the past no longer provide sufficient protection. This is your chance to step in and up with competitive services that protects your client’s digital lives – so they don’t go to another practice who will.
Why our clients love BePrepared
Grow your practice faster with BePrepared
Create Super Sticky Clients
Become the single-touch point for your clients’ important data across disciplines. Automatic touchpoints and native support mean you are always top-of-mind.
Maximise Your Practice’s Efficiency
By collecting important digital data like email accounts and itemized lists of bills and subscriptions (that can take months to track down – if you’re able to access them at all), BePrepared makes it easy to wrap up estates 10x faster than normal.
Future-Proof Your Practice’s Success
With NFT’s, cryptocurrencies and ever-emerging technologies making digital estates increasingly more complex, this is your chance to step in and up with competitive services that protect your client’s digital lives – so they don’t go to another practice who will
Generate Recurring Revenue On Auto-pilot
By licensing our military grade white-label platform and charging your clients for your digital estate planning services, you’ll unlock opportunities for additional revenue in a growing field where it’s easy to attract clients as a modern estate professional.
People are ❤ loving BePrepared!
"I have been working with The Prepared Company for more than a year now. I thoroughly recommend their platform. As we move further into the digital age, products such as this secure digital vault are essential to proper and more complete estate planning."
"My new favourite piece of legal tech that every Wills & Estates firm should offer!"
"I love how BePrepared is secure, organised and quick to access! So flexible, it works any way I want it too."
"Thanks again for developing the app. Every time I have to sign into my phone I give thanks to BePrepared."
"The most user friendly digital vault I’ve seen – everyone should have this!"
"You have created something amazing"
“The digital vault created by BePrepared is a must-have for an estate planning practice. Clients need to have a robust plan for storing and distributing their digital assets and other important information, and the BePrepared digital vault is a simple and effective way to do this.”
"I have been completely blown away by the BePrepared App and what it does for lawyers and clients. It is so easy to use, cost effective and most importantly, completely revolutionises the way lawyers think about digital assets and remains. I can’t stop recommending BePrepared."
"It is great to be able to provide clients with a modern solution!"
"Be Prepared has provided my clients with much needed digital security. I now have peace of mind that my clients can have the highest quality product."
"I have been working with The Prepared Company for more than a year now. I thoroughly recommend their platform. As we move further into the digital age, products such as this secure digital vault are essential to proper and more complete estate planning."
"My new favourite piece of legal tech that every Wills & Estates firm should offer!"
"I love how BePrepared is secure, organised and quick to access! So flexible, it works any way I want it too."
"Thanks again for developing the app. Every time I have to sign into my phone I give thanks to BePrepared."
"The most user friendly digital vault I’ve seen – everyone should have this!"
"You have created something amazing"
“The digital vault created by BePrepared is a must-have for an estate planning practice. Clients need to have a robust plan for storing and distributing their digital assets and other important information, and the BePrepared digital vault is a simple and effective way to do this.”
"I have been completely blown away by the BePrepared App and what it does for lawyers and clients. It is so easy to use, cost effective and most importantly, completely revolutionises the way lawyers think about digital assets and remains. I can’t stop recommending BePrepared."
"It is great to be able to provide clients with a modern solution!"
"Be Prepared has provided my clients with much needed digital security. I now have peace of mind that my clients can have the highest quality product."
"I have been working with The Prepared Company for more than a year now. I thoroughly recommend their platform. As we move further into the digital age, products such as this secure digital vault are essential to proper and more complete estate planning."
"My new favourite piece of legal tech that every Wills & Estates firm should offer!"
"I love how BePrepared is secure, organised and quick to access! So flexible, it works any way I want it too."
"Thanks again for developing the app. Every time I have to sign into my phone I give thanks to BePrepared."
"The most user friendly digital vault I’ve seen – everyone should have this!"
"You have created something amazing"
“The digital vault created by BePrepared is a must-have for an estate planning practice. Clients need to have a robust plan for storing and distributing their digital assets and other important information, and the BePrepared digital vault is a simple and effective way to do this.”
"I have been completely blown away by the BePrepared App and what it does for lawyers and clients. It is so easy to use, cost effective and most importantly, completely revolutionises the way lawyers think about digital assets and remains. I can’t stop recommending BePrepared."
"It is great to be able to provide clients with a modern solution!"
"Be Prepared has provided my clients with much needed digital security. I now have peace of mind that my clients can have the highest quality product."
The online safe deposit box for your clients digital assets
BePrepared is a secure, white-labelled digital vault used to confidentially store and distribute your clients’ cryptocurrency, passwords and other digital assets when they die.
