Digital Safety Deposit Box (Generational Vault)
Client Focused, Personalized Approach, Fiduciary Driven
We are all aware of what a safety deposit box at a bank is. They certainly have their purpose, but they also have limits. Brokerage Specialists provides each client with a digital version of a safety deposit box we call Generational Vault. Generational Vault is where we can store and share documents with clients in an encrypted and secure environment. More importantly, clients can add their own documents and share access when needed with estate attorneys, tax planners, or family members. The generational vault is available 24 hours per day, seven days a week, and can be accessed from the comfort of your own home, or the convenience of a tablet or hotel computer while on vacation. For a tour of Generational Vault contact Brokerage Specialists today.