Inspire Capital works with individuals and families to help them plan and organize their estate.  This indispensable service ensures your essential estate documents are organized and easily accessible when you and your family need them.

Our “Vault” platform is encrypted with state-of-the-art technology.  We will individually customize our “Vault” system to handle the unique needs of your estate plan.  Together we control who can (and cannot) access your “Vault”.  Each user is provided with their own unique login information.  We can then choose what can be seen and accessed within each unique login keeping you in control.

Here are the types of files and documents our clients typically put in the “Vault”:

• estate documents such as wills and trusts
• insurance policies
• bank and brokerage account statements
• real estate records
• business interest records
• tax records
• funeral arrangements
• secured places and passwords
• digital pictures and videos
• letters to loved ones

Once your estate has been organized.

Inspire Capital is happy to act as a concierge of sorts to help you and your family work through estate issues as they arise.  We are your partner to help ensure your estate is taken care of efficiently and effectively.

If you do not wish to use the “Vault”, that’s o.k. too.  We can still provide you with high quality, estate organization services.