An estimated 70%+ of heirs move on from their parents’ advisor within a year of inheriting, and the top reason is simple: the advisor was never in the room when it mattered. Vesperly puts you there, verified, logged, and dated, from the day a client sets it up.
Free to join. Revenue shared inside the partner portal.
A Will covers the house and the accounts a court already knows about. It says nothing about a password manager, a crypto wallet, or the forty logins nobody wrote down. The American Bar Association, the AICPA, and the Financial Planning Association have each named this gap a real liability for advisors, not just their clients. Any completed estate plan that leaves the digital side unaddressed is an incomplete one.
One view of your whole book, invited, activated, records added, executor set, heartbeat on.
One click hands you a finished, verified record.
Free to join, and your practice earns automatically when a client activates.
$124 trillion
Expected to pass to heirs by 2048 (Cerulli Associates).
70%+
Of heirs leave their parents’ advisor within a year of inheriting (Cerulli, 2025).
47 states + DC
Give RUFADAA Tier 1 legal priority over a Will, for the records it holds.
Documented by the Financial Planning Association, the American Bar Association, the AICPA, Financial Planning Magazine, and ThinkAdvisor.
Create your advisor account
Register in minutes and open your dashboard right away.
Invite your clients
Upload your list, and Vesperly sends personal invitations in one batch.
Watch the status, not the contents
Track every client's stage from your dashboard. You see progress. You never see what they stored.
Earn as your book grows
Every client who activates a paid plan earns for your practice, automatically.
Be the advisor their family already trusts on the day it matters most.
Financial advisors, RIAs, estate attorneys, CPAs, trust officers, and insurance professionals who want to close the digital estate gap for their clients.
No. The encryption key never leaves the client's device. Your portal shows protection status and lifecycle metadata only, never contents, entry titles, or passphrases. That is a structural guarantee, not a policy.
RUFADAA, adopted in 47 states and Washington DC (Massachusetts, Louisiana, and Rhode Island have not adopted it), creates a hierarchy of executor authority over digital assets. Tier 1, an online tool designation made before death, carries legal priority over a Will, for the records it holds.
No. Vesperly releases the records it holds to a verified executor. It does not log into a client's bank, email, or any other account on anyone's behalf.
When a client's heartbeat threshold is crossed, Vesperly notifies the pre-designated executor through a secure, time-limited link. The executor completes identity verification and submits a certified death certificate, reviewed against a defined checklist so they can begin the duties of an executor. Built to release in days, not months.
No. Your advisor seat is free. Revenue is earned on client activations, not on you. Specific payout details are shared after signup.
No. Probate still runs its course for titled assets. What Vesperly removes is the months spent hunting for accounts, logins, and documents on the digital side.
SOC 2 Type II is currently in progress. Every verification step produces a timestamped audit trail, and documentation is available for compliance review on request.
