eSol : Protected E-Vault and Private Office

For some time now, I and my team have been working on an electronic system to organize life/legacy.  We've called it  EstateVaults™.    

While a  lot of people like this name, but some think that it sounds too dour and seems too focused on death, a subject everyone shies away from.  EstateVaults™ is a difficult because I never know where to put the period, before or after ™?  It's a singular product, but with the "s" on the end, it doesn't always sound right to say EstateVaults™ is

So, we're experimenting in calling EstateVaults™ -

eSOL - an Electronic System for Organizing Life and Legacy.

Everyone loves the tag, Securing Today What Matters Tomorrow.

EstateVaults™ or eSol consists of  two modules: a Protected e-Vault to organize vital information and a Private Office to share that information securely and collaborate with whomever you want.

The Protected e-Vault organizes all your critical medical, legal, financial, and personal information and includes in your personal database whatever documents you want in digital form.  Think of it as your digital safety deposit box where all the vital information for you and your family is encrypted, and only you can access it.  Just as Quicken organizes your finances, eSol can organize the Business of your Life and keep your affairs in order at the same time.  As an individual vault owner, you  designate who can access your information in the event of your death or incapacity.

The Private Office is just that, the secure and permanent place online where you can share information with the people you want.  Each Private Office comes with as many private meeting rooms as you want.
So you can have one for your lawyer, one for your financial advisor, one for your family where you all share and store whatever you want - vital information, vacation schedules or family history. 

Either module can stand alone, but they work better together.

But first, I want to talk about the problem it solves: We all have too much to keep track of. 

Virtually nobody knows where all that they have, where it all is and who to contact if needed.
There has been no easy way to organize the business of their lives.

Consider just one family today.  Click image for larger view

Now, Bob and Ann have responsibilities that extend beyond their children.  They have parents, stepchildren, a former wife, and siblings.  Because they are responsible, their extended family counts on them at important times.  Here's their extended family.

Click image for larger view

How can anyone keep track of all this stuff and have the right documents, right at hand, at the right time.
The reality is you can't.  People today have so many accounts, policies, vital documents, important records and  advisors that it’s difficult to keep track of them all, much less manage them well.    People are not in control of their own stuff.  That feeling of being out of control causes undue stress.  The reality of not having the right documents easily accessible can cause undue grief.

With eSol, all the necessary information would be right at hand,  even if it weren't needed for years.
And that's the point.  eSol gives you one safe place where you can put all this information and documents for whenever you need it.  eSol gives you back a sense of control.    You can easily revise and update the information and you should do so, once or twice a year.

eSol lets you manage easily what's most important.

Take working with your advisors for example, on let's say an estate plan.  The estate plan that's best for you can only happen when your lawyer, financial advisor and accountant work together.  The information involved is highly confidential.  But it's difficult to get them to work together because they are all too busy.
You also want to involve your spouse and later your adult children.  With the secure collaborative technology of Private Office, you can set up a meeting room, allow access to your lawyer, your accountant, your financial advisor and your spouse.  Every person who has access can see all the documents needed in that meeting room's file cabinet.  With secure conferencing, you can set up virtual conferences or pose questions that everyone can respond to on their own time.  Any one of your advisors can show a presentation or launch one of their sophisticated financial tools from their own desktop.

With eSol, you all save time and gas while working more effectively and efficiently .