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.
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 $127 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 | $127 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 | ✓ | ✓ | ✗ | ✓ |
Tell us about your practice and we'll be in touch — with materials, a referral link, and answers to any questions.
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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.