Zurich LifeVault - adviser information
Help your clients support their employees with future planning
Planning for the future is one of the most important things people can do for those they care about, but it can often feel complex or overwhelming.
Zurich LifeVault helps employees organise their affairs and make their wishes clear for when they are no longer here. Having everything in one place can provide peace of mind knowing there’s a clear plan for their families at what will be a difficult time.
What is Zurich LifeVault?
Zurich LifeVault is a secure digital estate and legacy planning solution designed to help employees prepare for the future with confidence - simply, clearly and at their own pace.
Delivered in partnership with the technology company Empathy, Zurich LifeVault brings everything together in one place, so employees can be confident that their loved ones know what to do and where to find important information when they are no longer here.
Getting organised for the future can feel overwhelming, but putting a few simple plans in place can ease the pressure on loved ones and make a big difference when it matters most. Zurich LifeVault helps employees take these steps in their own time and in a way that feels manageable and meaningful to them and their loved ones. They also have access to a helpful Learning Centre with articles and videos to help guide them with legacy planning.
How can Zurich LifeVault help employees?
Legally valid planning documents
Create legally valid planning documents, so their decisions are understood and can be followed. This could include a will, Lasting Power of Attorney, healthcare wishes, funeral preferences and more. Everything is stored in a secure, encrypted vault.
Stay organised as life changes
It helps employees document and keep track of financial records and assets, so everything is easy for loved ones to access when needed and they leave a clear, up to date overview of their estate.
Capture memories to be treasured forever
Employees can create personal messages, write letters to loved ones and store meaningful items like photos or recipes.
Share with trusted individuals
Employees can share documents easily and securely with family members or executors, so nothing important is locked away or unknown and important documents are available when needed. Customers can collaborate as an individual or a couple.
Important information
Zurich LifeVault is a digital service provided by Empathy. It helps your clients create and organise documents based on the information you provide. These documents are not reviewed by a solicitor and legal validity depends on correct completion and execution. They may wish to seek professional advice where appropriate.
This service is not part of the insurance contract with Zurich. It can be amended or withdrawn at any time.
Empathy Loss Support™
Zurich customers and their employees also have access to Empathy Loss Support™ which is designed to help support them with the emotional and practical challenges that come with losing a loved one.