Secure Document Vault
Long-term estate planning document access without the email sprawl.
Estate planning documents need to be easy to find years later, but they should not live in old email attachments or scattered shared drives. Statular keeps documents tied to the matter and deliverable through a secure client portal.
What the Vault Holds
Store the documents clients and attorneys need to return to.
Final estate planning materials
Keep completed trusts, wills, powers, healthcare directives, deeds, client summaries, and supporting documents organized in the matter.
Source documents and uploads
Store deeds, prior plans, account statements, death certificates, signed documents, IDs, and other materials clients provide during intake.
Portal delivery and retrieval
Publish documents to the client portal so clients can access key materials without searching old email threads or expired file links.
Security controls around the storage workflow.
A document vault is only useful if access is controlled and the document workflow fits how attorneys actually work.
- Encrypted document storage and encrypted transport
- Firm-managed matter and client access
- Client portal authentication with MFA available
- Matter history for document generation, publishing, and download activity
- Tenant isolation and ownership checks across firm data
- US-based AWS hosting and a SOC 2-aligned security program
Retention Workflow
From intake upload to future retrieval.
01
Collect documents in context
Clients upload deeds, statements, prior plans, and signed documents through the portal or intake workflow, keeping files attached to the matter.
02
Generate and review drafts
The firm generates Word documents, reviews them, regenerates as needed, and keeps prior versions available for reference.
03
Publish final materials
Final documents can be delivered through the client portal instead of scattered email attachments.
04
Retrieve later
The firm and client can return to the matter record and portal when key estate planning materials are needed again.
FAQ
Document vault questions
Related Workflows
Storage is part of the full client experience.
Secure client portal
Questionnaires, uploads, messaging, final document access, and collaboration in one client-facing workspace.
Learn moreComplete package generation
Generate trusts, wills, powers, healthcare directives, deeds, and client materials together.
Learn moreAudit trails and versions
See which document versions were generated, downloaded, published, and reviewed.
Learn moreKeep final documents findable and controlled.
Use Statular to collect, generate, store, and deliver estate planning documents from the matter record.