If Something Happened to You Tomorrow, Would Your Family Know Where to Look?
Most families have important financial and estate-planning information scattered across drawers, files, emails, and accounts.
The Holtheuer Group Estate Planning Vault gives you a secure place to organize the information your family may need—so it's easier to find when it matters most.
Create Your Free Estate Planning Vault.
No credit card required.
Plus, get access to complimentary attorney-prepared, state-specific Power of Attorney and Healthcare Directive documents, where available.
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What Happens If Your Family Needs Your Information—But Doesn't Know Where to Find It?
Imagine your family suddenly needs to locate your will, insurance policy, financial information, or other important documents.
They shouldn't have to search through filing cabinets, emails, drawers, and old folders trying to figure out what you have and where it is.
The Estate Planning Vault gives you one secure place to organize the information that matters.
So instead of leaving your family with questions, you can leave them with a place to start.
Here is What Your Free Estate Planning Vault Gives You:
🔐 ORGANIZE
Keep important estate-planning and financial information together in one secure location.
👨👩👧👦 SHARE
Give authorized family members or trusted advisors access to the information they need, when appropriate.
📋 PREPARE
Organize important documents and information such as wills, trusts, powers of attorney, healthcare directives, and insurance details.
🧭 GET GUIDANCE
Use the available tools on your own or connect with us if you'd like help navigating the process.
It's More Than a Place to Store Documents
Estate planning isn't just about what happens after you die.
It's also about what happens if you're alive but unable to make decisions for yourself.
Who can handle your financial affairs?
Who can communicate with doctors?
Who knows what you want?
Who has the legal authority to act on your behalf?
That's why documents such as a Power of Attorney and Healthcare Directive can be such an important part of being prepared.
The goal isn't to expect something bad to happen.
It's to make things easier if it does.
Getting started Is Simple
1. Create Your Vault
Set up your free secure account in just a few minutes.
2. Start Organizing
Add important documents and information as you have them available.
3. Share When You're Ready
Give access to the people you trust and who may need it.
4. Keep It Updated
As your life changes, your information can change with it.
You don't have to do everything today. Start with one step.
For more than three decades, Holtheuer Group has worked with families and professionals to make financial and estate planning easier to understand and easier to organize.
Richard Holtheuer believes planning should begin with education and clarity—not products.
That's why we provide practical tools like the Estate Planning Vault and our 2-Minute Estate Planning Checkup, along with guidance for families who want to better understand their options.
Clarity first. Decisions second. Products last — if at all.
Not Sure Where to Start? Before you organize everything, you may want to understand what your estate plan may be missing.
Our free 2-Minute Estate Planning Checkup gives you a simple way to identify potential gaps.
No legal jargon. No complicated forms. Just a quick starting point.
[TAKE THE 2-MINUTE CHECKUP]
What Families Are Saying
"I used Richard's services for the Estate Planning, and he was helpful throught the whole process. He made it so easy. Thank you so much Richard."
--Nouly, FL
Free to get started — Bank-level security — No credit card required — Secure online access.
"Se habla español".
Not sure where to start or what your family may need? Schedule a complimentary 30-minute conversation with Richard.
Don't Leave Your Family Guessing
You can't predict what tomorrow will bring.
But you can make it easier for the people you love to find the information they may need.
Create Your Free Estate Planning Vault
Organize today. Give your family one less thing to worry about tomorrow.
[CREATE MY FREE VAULT]
No credit card required.
Estate planning services are supported by licensed attorneys, with availability based on state and individual circumstances. Holtheuer Group provides education, organization, and coordination throughout the process.