Your clients' needs. Addressed instantly.
Bring Capacity Vault to your clients hassle free.
As a professional subscriber you can tell your client that Capacity Vault is availble to protect their wishes. Capacity Vault gets a snapshot ofyour client's mental or testamentary capcity in minutes at any time of day or night and an analysis within 2 working days.
As a subscribing Trust & Estate Planner, Dementia Friend or Lifetime Lawyer you will have the conversation about potential for challenges to your clients wishes. Professioal subscribers can present the solution as well as the problem.
When a client agrees that better evidence will bring better peace of mind for them and their loved ones: the solution is just a few clicks away.
Step 1: 3 Click Token Generation
Enroll your client with Capacity Vault with just 3 clicks. Our Sole Practitioner and Firmwide subscriptions allow you to seamlessly purchase and generate tokens for your client.
Once you've generated a token you can sit back and let us do the rest. We'll contact your client and take them through the process of completing their Capacity Snapshot.
You'll get notifications throughout the process and you'll be sent the Certificate, a link to view the video and a copy of the Capacity Analysis in due course.
No client email, no problem. See our guide on helping clients without their own emails or smartphones here.
Step 2: Account Creation
Your client can log in, register and complete their recording seamlessly once you've created their token.
As a professional advisor, you can get a subscription that let's you offer Capacity Vault to your clients for just £75 (usual price £150).
Step 3: Capacity Vault Snapshot and Analysis
Using a smartphone, tablet or computer with a webcam, your client answers some simple questions about the decision they are making.
Once the Capacity Snapshot is complete, it is checked by our AI, given a secure digital stamp, and stored on a secure server until needed.
Within 2 working days a member of our Capacity Assessor team will review the Snapshot. They'll provide a RAG rating and suggested next steps for your client along with priority booking for a full Capacity Assessment if needed.
Useful information
How can solicitors and will writers use Capacity Vault?
Anyone taking instructions can take a peerless testamentary capacity record with Capacity Vault.
In the case of a challenge, Capacity Vault will prepare the necessary statements to submit the Capacity Snapshot to executors and claimants in a contested probate matter.
We can provide these as well as your contemporaneous notes. This represents peerless, double-bolted security for your client and your firm.
To find out more about professional subscriptions, get in touch.
What does Capacity Vault cost?
We offer subscriptions based on the number of instruction takers in a law firm or will writing company.
To find out more about professional subscriptions, get in touch or subscribe today.
How Capacity Vault works
Capacity Vault allows users to make a permanent, secure and verifiable video record of your testamentary capacity. To do this, you can use any smartphone or computer with a camera and microphone.
You should make your recording at the same time, or just before or after, you make your last will and testament.
We will ask the questions needed to pass the legal tests to show testamentary capacity. Capacity Vault records your answers. Your video is stored on a secure server and given a tamper-proof cryptographic stamp. You receive a certificate to keep with your will.
If your wishes are challenged in the future, we provide legally certified copies of your recording. Those closest to you, anyone challenging the will and the courts get access to the recording.
The courts will see you demonstrating your testamentary capacity yourself. On video. In your own words.
If you lack testamentary capacity, that can be shown too. For example, if you forget that a close friend or family member exists your recording will show this. Your friend or loved one is therefore protected.