The Silent Failure of Static Plans
The Vault isn't a planning engagement, it's legacy insurance. It protects the work you’ve already done by keeping it organized, current, and ready when it matters most."
Stop the "Data Drift"
Your business is dynamic; your plan must be too. We provide the structure to ensure your "Master Keys" banking access, vendor portals, and authority rules, match your current reality, not your reality from three years ago.
Eliminate the "Search & Rescue" Crisis
In an emergency, "I think it’s in a folder somewhere" is a six-figure mistake. The Vault is your single, secure source of truth. We ensure the right people have the right access in 60 seconds or less.
Bridge the "Maintenance Gap"
Most owners have the best intentions to review their plan annually, but few actually do. The Vault (and specifically Vault Plus) moves the burden of maintenance from your "to-do" list to our "done" list.
The Vault: Manual vs. Managed Protection.
Succession Vault
Secure Your Legacy. On Your Terms.
Description: The essential digital vault for organizing and protecting your critical succession documents. Gain peace of mind knowing your vital information is accessible when it matters most.
Key Features:
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Secure Document Storage
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Automated Reminders
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Digital Legacy Planning Tools
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24/7 Access
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Basic Support
Vault Plus
Value Proposition: Don't just store your plan; actively protect and evolve it. Vault Plus is your ultimate legacy insurance, safeguarding against unforeseen changes and ensuring seamless transitions.
Description: Beyond storage, Vault Plus provides proactive management and expert guidance to ensure your succession plan is always current, accessible, and actionable. Eliminate risk and guarantee continuity.
Key Features:
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All features of Succession Vault, PLUS:
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Advanced Encryption & Security Protocols
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Personalized Consultation & Annual Review
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Executor Onboarding & Guidance
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Quarterly Plan Health Checks
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Priority Support & Dedicated Advisor
Your Legacy. Fully Managed. Future-Proofed.
© 2026 by Thrive Consulting Group LLC.
Proverbs 21:5