You covered the house, the accounts, the trust. But the digital estate follows its own rules. Without an online tool designation, an executor can be locked out of everything online, no matter what the will says. Vesperly is that designation, giving your client’s executor verified, lawful access to the records it holds, so the plan you wrote actually works when the family needs it.
Free to join. Refer clients or offer it inside your own practice.
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. RUFADAA sets a hierarchy for who may reach those accounts, and an online tool designation sits at the top of it, for the records it holds. A plan that leaves the digital side unaddressed is an incomplete one, and the American Bar Association, the AICPA, and the Financial Planning Association have each named that gap a real liability, for the client and for the professional who drafted the plan.
RUFADAA Tier 1 gives an online tool designation legal priority over the will, for the records it holds. Your will names the executor. The designation is what lets them in.
Access opens only after identity is confirmed and a certified record is reviewed, with a dated audit trail at every step.
Offer it inside your own practice, or refer clients and stay their point of contact. Either way, the plan stays yours.
$124 trillion
Expected to pass to heirs by 2048 (Cerulli Associates).
47 states + DC
Give RUFADAA Tier 1 legal priority over a will, for the records it holds (Uniform Law Commission).
The gap is documented by the American Bar Association, the AICPA, the Financial Planning Association, Financial Planning Magazine, and ThinkAdvisor.
Create your account
Register in minutes and open your dashboard.
Introduce it to clients
Offer Vesperly as the digital component of the plan you draft, or refer.
Watch the status, not the contents
Track each client's stage. You see progress, never what they stored.
The plan works end to end
The will names who. Vesperly gives the executor the how.
The plan works end to end. The will names who. Vesperly gives the executor the how.
Give the plans you draft a digital component that actually opens.
A will names who inherits and who serves as executor. It does not, on its own, give that executor the ability to reach a client's online accounts. Vesperly provides the online tool designation that carries legal priority over the will, for the records it holds, and releases those records to a verified executor.
RUFADAA, adopted in 47 states and Washington DC, sets a hierarchy of authority over a person's digital assets. Tier 1, an online tool designation made while the client is alive, carries legal priority over the 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.
No. Probate still runs its course for titled assets. What Vesperly removes is the months an executor spends hunting for accounts, logins, and documents on the digital side.
No. It completes it. Vesperly does not draft the will or the trust. It is what makes the digital side of the plan you drafted actually work on the day it is needed.
Through a government ID, a selfie, a liveness check, and a certified death certificate, reviewed against a defined checklist. Built to release in days, not months.
No. Everything is encrypted on the client's device before it reaches Vesperly. Your view shows protection status and lifecycle only, never contents, entry titles, or passphrases. That is a structural guarantee, not a policy.
No. There is no cost to refer clients or to offer Vesperly inside your practice. Partnership and referral terms are shared in a conversation.
Vesperly can only produce what it holds, which is encrypted data it cannot read. The records stay unreadable to Vesperly and to anyone it is compelled to give them to.
