Heritage for organizations and professional firms

A platform to offer operating continuity for access credentials, private information and documents, without reading encrypted content.

A partner may only help prepare the vault. While the account is active, it cannot read vault content. Release is automatic, time-lock gated and subject to the required steps: no partner or professional may trigger, authorize, advance or accelerate it.

For notarial, accounting, legal and fiduciary firms

Heritage completes the firm's work: clients prepare access credentials, private information and operating instructions; the firm continues handling legal, tax and succession matters.

The firm helps clients prepare access details, documents and instructions; legal, tax and inheritance matters remain with appointed professionals.

  • Guided vault preparation.
  • Access and information, without ownership transfer.
  • Aggregated activation and heartbeat indicators with minimum privacy thresholds.
  • Client-selected packages and beneficiaries.

For private banking and wealth managers

A high-value benefit for HNW clients who manage wallets, passwords, documents and operating information linked to real assets.

The bank presents Heritage as an external service for organizing clients' digital access and information.

  • Access and documents for complex client needs.
  • Program terms defined in the agreement.
  • Aggregated indicators, without vault content.
  • Package choices remain with the client.

For pension and health funds

A convention program for members and families that need to organize digital, document and information continuity.

Pension funds, health funds and professional benefit funds may offer members a program with self-activation.

  • Pension, health and professional benefit funds.
  • Self-activation with a program code.
  • Support arrangements defined in the agreement.
  • Vault content encrypted on the device.

For associations and professional orders

Heritage can become a benefit for managers, professionals and members with real digital and information responsibilities.

Trade associations and professional bodies may offer the service to members through a dedicated program.

  • Trade associations and professional bodies.
  • Program codes for user groups.
  • Responsibilities defined in the agreement.
  • Service data hosted in the European Union.

For other business programs

Use this segment when your case does not fit the main categories but still requires organized operating continuity.

We assess users, responsibilities and activation before proposing a program.

  • First response within 48 hours.
  • Scope and users to be defined.
  • Packages prepared by the user.
  • Responsibilities and data processing to be agreed.