Your clients leave estate planning sessions with good intentions — but where do the passwords, account numbers, and policy details end up? FinalKey gives your clients one secure place, and gives their families peace of mind.
When a family walks in grief, they shouldn't have to also hunt for accounts, passwords, and final wishes scattered across devices. FinalKey gives your clients a place where everything lives — and gives their families access when they need it most.
The Final Wishes & Arrangements vault category covers funeral and memorial preferences, cemetery information, obituary instructions, personal messages to family, and everything else that makes up a person's final chapter. Your clients fill it in once. Their family reads it when it matters.
The categories your clients and their families need most — organized, encrypted, and accessible when it matters.
Funeral preferences, cemetery info, obituary instructions, personal messages to family — everything for the final chapter.
Living wills, DNR orders, healthcare proxy, and advance directives — everything your healthcare team needs if the worst happens.
Checking, savings, investment accounts, and retirement plans — with live links and stored credentials for each.
Every account, every password, stored securely with AES-256 encryption. One vault, no more sticky notes.
Life, health, auto, home, and liability — policy numbers, agent contacts, and claim procedures all in one place.
Store and organize photos, videos, and memory files so families can access the moments that matter most.
Wills, trusts, deeds, titles, and official documents — stored securely with quick access for when families need them.
Social profiles, handles, and platform accounts — with usernames, passwords, and recovery info so families can memorialise or close accounts.
Family recipes, personal stories, and cherished instructions — preserved so the next generation always has them.
Utility bills, mortgage, rent, and auto-pay accounts — stored with live links so families can cancel or transfer with one click.
E-commerce stores, hosting accounts, domain registrars, and admin credentials — a complete handoff for whoever inherits the business.
401(k), IRA, brokerage, and pension accounts — with login credentials and beneficiary details so nothing is left unclaimed.
Smart locks, alarm systems, doorbell cameras, and monitoring services — with keypad codes and account access so families are never locked out.
A walk-through they can use after they buy — so they set up the vault with confidence and their family is never left guessing.
The Purchaser Guide walks new clients through the parts of the vault that are most useful right after setup — navigation, lightboxes, manual entry, the drawer cards on the Dashboard, drag-and-drop moves between drawers, and what scanned document entries look like once they land.
You already help families navigate life's hardest moments. FinalKey gives you a way to open that conversation naturally — not a sales pitch, a gift. When you recommend the vault to a client, you're giving their family something irreplaceable: access to everything they need, when they need it most.
Every FinalKey holder names 1–6 family members as vault contacts. Those aren't just names — they're warm introductions into the families you serve. A product that genuinely cares about someone's family is the best business development tool an advisor can offer.
The problem is real and growing. The average person has 80–100+ online accounts in 2025 (Keevee / AfterCrypt Digital Estate Survey, Feb 2025). By 2030, the global digital footprint is projected to grow 500% larger (LinkedIn/Huawei). Early movers in their field will be the ones clients remember.
In five years, digital legacy planning will be top of mind for every family. Advisors who introduce FinalKey today are ahead of that wave. You're not selling a product — you're positioning yourself as the professional who saw it coming.
You already have the relationship. You've sat across the table from this family, helped them through the hard conversations, and earned their trust. That relationship doesn't expire when the engagement does.
Most clients leave estate planning with a will drafted, beneficiaries named, and a handshake — and still no plan for the 80–100+ online accounts, stored passwords, insurance policy numbers, and digital accounts their family will inherit. FinalKey fills that gap. It's not a product you're selling — it's a resource you're passing along, the way a good advisor does.
A brief note to past clients — "I came across something that could be valuable for you and your family" — positions FinalKey as a thoughtful follow-up, not a cold pitch. You become the person who continued to look out for them long after the files were closed.
Most estate plans live in a binder on a shelf. FinalKey gives your clients a digital vault — and gives their families access when it matters most.
Clients store bank accounts, insurance policies, passwords, legal documents, and more — everything their family needs, in one organized vault.
Recommend a modern digital solution that elevates your service. Clients remember advisors who gave them something that actually works.
"Where are the passwords?" "What's the account number?" FinalKey clients know where everything is. Their families will thank you.
Military-grade encryption at rest. Zero-knowledge architecture means only your client — and the people they designate — can see the data.
Clients designate access contacts who can request vault access if needed. Full access only when they need it. Total control always.
Snap a photo of an insurance card, bank statement, or legal document. AI extracts the key fields and populates the vault automatically.
Every vault entry comes with a live link to the account and the stored password. That single feature changes everything — for families in crisis, and for clients who run businesses right now.
When a designated contact opens the vault, every entry has a clickable link to the exact portal — and the password is right there. No calling banks to prove identity. No guessing which insurance company holds the policy. No searching for account numbers.
Clients who run online businesses get immediate value today. Every platform they operate — Shopify, payment processors, suppliers, hosting, domain registrars — organized with live links. They click straight to any platform without digging through bookmarks. Then their family inherits a fully organized system.
"Recommending FinalKey means your client's family gets 10 minutes instead of 10 weeks — and your business-owning clients get a command center they actually use today."
Live links & stored passwords in every vault entryYou recommend FinalKey. Your client sets up their vault. Their family is protected.
Send your clients to finalkey.polsia.app with your referral context. No account needed — they purchase and set up directly.
One $245 payment unlocks their vault forever. They add accounts, scan documents, and designate access contacts for their family.
When the time comes, designated contacts can request access. Everything the family needs — organized, secure, and ready.
Estate planners recommend tools that actually work. Here's how FinalKey compares to the alternatives.
| FinalKey | Trustworthy | Everplans | Manual Entry | |
|---|---|---|---|---|
| Recommended for Estate Planning | ||||
| Price | $245 one-time | $480/year | Enterprise only | Free |
| One-time payment (no subscription) | ✓ | ✗ | ✗ | ✓ |
| AI document scanner | ✓ | ✗ | ✗ | ✗ |
| Unlimited vault entries | ✓ | ✓ | ✓ | ✗ |
| Access contact / family access | ✓ | ✓ | ✓ | ✗ |
| Password & account storage | ✓ | ✓ | ✓ | ✓ |
| Bank & insurance categories | ✓ | ✓ | ✓ | ✗ |
| AES-256 encryption | ✓ | ✓ | ✓ | ✗ |
| Accessible to non-tech-savvy clients | ✓ | ✓ | ✗ | ✓ |
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The 10-Minute Digital Legacy Starter Checklist — use it with your clients or for your own planning.
No spam. Just the checklist.