For Will Writers, Solicitors & Financial Advisors
White-label digital estate planning for your clients
A branded digital estate vault that deepens client relationships and generates recurring revenue. Give your clients something they'll value long after the will is signed.
Why professionals choose My Treasure Chest
Strengthen Client Relationships
Clients who store their estate information with you stay connected to your practice. My Treasure Chest keeps you relevant long after the will is signed.
Generate Recurring Revenue
Add a subscription vault to your service offering. Clients pay monthly or annually, creating a predictable revenue stream alongside your existing fees.
Your Brand, Your Clients
White-label branding puts your logo, colours, and domain on the vault. Your clients see your firm, not ours. It’s your product, powered by our platform.
Dashboard & Reporting
See which clients have set up their vault, track activity, run reports, and manage your entire client base from one dashboard.
Division Management
Running multiple offices or brands? Our division structure lets you manage several companies under one umbrella, with separate branding and billing for each.
How it works for your practice
Partner With Us
Choose a Company or Enterprise plan. We’ll set up your account and configure your branding.
Invite Your Clients
Send your clients a branded invitation. They sign up under your firm and start building their vault.
Manage & Grow
Use your dashboard to track client activity, run reports, and manage your growing client base.
Built for estate planning professionals
- Will Writers
- Solicitors
- Financial Advisors (IFAs)
- Estate Planners
Ready to offer your clients more?
Get in touch for a demo and see how My Treasure Chest can work for your practice.