We open the accounts a Will leaves locked.
Your client's Will covers the house and the bank. It does nothing for their passwords, their accounts, their crypto. Vesperly protects all of it while they are alive, and gets their executor in fast and lawful when they are gone. No probate court.
Protect your whole book, spare families the worst week of their lives, and be the advisor their children keep.
Your whole book, one view. Status, executor, and heartbeat for every client.
Passing to heirs by 2048
Cerulli AssociatesHeirs who keep their parents' advisor. The other four leave at the transfer.
Cerulli, 2025Where RUFADAA gives your client's directive the highest executor authority available.
Uniform Law CommissionWhat an executor waits with Vesperly, against a week or more without it.
Charles Schwab Estate ServicesWills are signed. The digital accounts stay locked.
Probate court, Letters Testamentary, months of waiting. That process was built for houses and bank accounts. No one built one for the digital life, the logins, the wallets, the photos, the final words. Vesperly is that process.
The American Bar Association, the AICPA, and the Financial Planning Association have each named this gap a real liability for advisors and their clients.
See how the gate works →Every step of digital succession, handled correctly.
What they save stays private. Even from us.
Everything is encrypted on your client's own device before it reaches us. We hold no key, so no employee, court order, or breach can open it. Zero-knowledge by design, not by promise.
How it works→
Nobody has to know who to call.
Your client picks a check-in schedule and keeps it on their own terms. The day they stop, their executor is notified, automatically. The plan works on the hardest day, even if the family never knew it was there. Patent pending.
How it works→
Their executor gets in the right way, in days.
No probate court. No Letters Testamentary. No months of waiting. The right person is verified, and access opens the lawful way. Backed by RUFADAA Tier 1 in 47 states and DC.
How it works→
Everything you need to protect your whole book.
See your whole book at a glance.
Every client, every stage, in one view. Invited, activated, records added, executor set, heartbeat on, fully protected. Invite your entire book from a single upload. Get an alert the moment a client's process begins.
See the advisor portal→
Hand your client a finished document. One click.
Export a verified record for any protected client, ready long before it is needed. Executor designation, configuration, and date, all in one file your client's attorney can rely on.
See a sample export→
Be the advisor their family keeps.
When a client dies, the relationship is up for grabs. Only one in five heirs keeps the parent's advisor, and the top reason they leave is simple. They never knew you.
Vesperly changes where you meet them. You are the one who protected the family's digital life. When the time comes, you are the one who helps the executor through it. Not a sales call. The right person, showing up on the hardest week, already trusted. That is how the next generation stays.
And it pays while you do it.
“I didn't expect this to become one of the most consistent revenue lines in my practice.”
Scott Spencer, CPA
As Recognized By
Replace the claims process your team runs by hand.
Schwab, Fidelity, and Vanguard each staff a team to process estate claims manually, verifying death certificates, reviewing court documents, coordinating probate. Those claims are estimated to cost roughly $800 each and can take months. Vesperly removes the two most expensive steps.
The estate event is also where assets usually leave. Handle it well and they stay in the family, and with you. Vesperly makes the transition the moment you keep the relationship, not the moment you lose it.
Cut your cost per claim by an estimated 80 percent.
Skip the two steps that cost the most. No Letters Testamentary review, no probate coordination, made lawful by RUFADAA Tier 1. Identity verification confirms the executor, so no manual review is needed. Estimated savings of $640 per claim. For a book of 875,000 enrolled clients, that could model to roughly $5.6 million per year.
Learn More→Build the gate into your own platform.
Three-layer pricing that scales with your activation: platform license, per-advisor royalty, per-end-user royalty. A full audit trail at every step, defensible for compliance review. One integration, and every enrolled client's executor arrives pre-verified.
Explore SDK integration→Made for community banks and regional institutions.
No internal build. Enrollment and monitoring run through the advisor portal. RUFADAA Tier 1 compliance is built in, so your institution meets the highest fiduciary standard from day one. Full SDK and partnership pricing shared in a conversation.
Contact us about institutional partnerships→One day, against weeks of waiting.
When your client has Vesperly, their executor arrives with authority already verified. Here is the difference.
| Stage | Without Vesperly | With Vesperly |
|---|---|---|
| Death certificate issued | 2 to 4 weeks | 2 to 4 weeks |
| Probate court filing | 1 to 4 weeks | Eliminated |
| Court processing | 2 to 6 months | Eliminated |
| Letters Testamentary issued | Varies | Eliminated |
| Executor identity verification | Folded into court process | 1 to 3 business days |
| Institution processing | 5 to 15 business days each | 1 business day |
| Total timeline | 3 to 8 months | 3 to 5 weeks |
Digital assets do not need to wait for probate, saving families months of time and anguish.
Simple to start. It means everything to your clients.
Create your advisor account.
Register in minutes and open your dashboard right away.
Invite your clients.
Upload your list and Vesperly sends personal invitations in one batch.
Watch the status, not the contents.
Track every client's six stages from your dashboard. You see progress. You never see what they stored.
Earn as your book grows.
Every client who activates a paid plan earns for your practice, automatically.
Be the advisor their family keeps.
Your clients trust you to catch what others miss. A Will covers the financial. A Vesperly designation covers the rest, every account, every wallet, every password, and puts you in the room on the day it matters most, as the person their family already trusts.
Free to join. Revenue details shared inside.
Frequently Asked Questions
Common questions from advisors about Vesperly, the RUFADAA Tier 1 legal gate, and the partner program.