Partner With LVED to Deliver Modern Estate Planning to Your Clients

LVED empowers advisors to expand their service offering and create new recurring revenue by delivering a complete, digital-first estate planning experience to their clients. Our platform combines state-compliant legal documents, digital asset protection, secure storage, and automated delivery tools — all in one advisor-branded, secure ecosystem.

Whether you're serving families, business owners, or high-net-worth clients, LVED helps you offer a scalable, expert-backed estate planning solution that strengthens client relationships and grows your practice.

Why Advisors Choose LVED

• Wills, trusts, and powers of attorney — compliant in all states
• Secure digital vault for passwords, crypto keys, and sensitive records
• Automated document delivery to beneficiaries and trusted contacts
• Unlimited client updates and real-time revisions
• Bank-level security with advisor-friendly access controls

How It Works for Advisors

Three Simple Steps to Launch Estate Planning for Your Clients

Step 1 — Onboard Your Clients

Invite clients into LVED and help them to complete their data input through an exclusive Advisor portal. LVED will guide them through simple, state-specific questions — no legal complexity, just clear, structured workflows.

Step 2 — Generate Legal Documents

Create compliant wills, trusts, living wills, and powers of attorney in minutes — backed by attorney-reviewed templates and state law compliance. Your customer keeps control of all their data.

Step 3 — Manage, Store & Deliver Securely

Your clients’ plans live in an encrypted digital vault with unlimited updates and automated delivery to beneficiaries and designated contacts when needed.

What's Included

Everything You Need to Deliver Estate Planning as a Premium Client Service

Legal Document Generation

Offer clients fast, state-compliant estate documents — including wills, trusts, powers of attorney, living wills, and HIPAA releases.

Secure Digital Vault

Provide a bank-level encrypted space for client passwords, private keys, legal records, and legacy messages.

Automated Document Delivery

Ensure beneficiaries and trusted contacts receive the right documents at the right time — automatically.

Unlimited Updates

Keep client plans current as their lives change — at no additional cost to them or you.

Ready to Grow Your Advisory Business With Estate Planning?

Book a strategy call with our team and start offering LVED to your clients today.

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