DEMO DRAFT
For Wealth Managers · Financial Planners · RIAs

Protect the plan, not just the portfolio.

You built the financial plan. A forged power of attorney, a capacity contest, or documents no one can find can still unravel it. VerAuth gives your clients one verified vault for their estate documents — so the plan you built is the plan that's honored.

Request an advisor demoClients enroll at verauth.net →
The problem

The weakest link in the plan is often the paperwork.

Fake POAs unlock accounts. Genuine wills get contested. Heirs scramble for documents — and assets move in the chaos.

$4.9B

stolen from older Americans in 2024 — 7,500 of them lost over $100,000 each.

FBI IC3, 2024 Internet Crime Report

72%

of elder financial exploitation is committed by someone the victim knows.

AARP / NORC, 2023

~75%

of will contests are fought on lack-of-capacity or undue-influence grounds.

Schoenblum, Will Contests — An Empirical Study (1987)

Heirs scramble

When documents can't be found or verified, accounts freeze, executors stall, and families make decisions about money — and advisors — under stress.

Advisor benefits

Why advisors recommend VerAuth

Reduce a common failure mode for AUM

Disorganized, disputed transitions are when heirs move assets. DeathLink and verified document release help the handoff go smoothly instead.

Faster transitions for executors & trustees

The right documents and the client's asset map reach the right people sooner — fewer frozen accounts and fewer surprises.

Fiduciary differentiation

Go beyond accumulation. Show clients you close the estate-document gap that so often sinks a financial plan.

Stop fraud at the account

Institutions verify against the client's vault, so a forged POA or will that isn't in it carries no authority.

Rebut capacity challenges

Of Sound Mind Proof records that the client was lucid and acting freely each time they set their wishes.

Referral alignment with attorneys

The client's drafting attorney is the point of contact for probate. You stay in the circle as advisor of record — never playing lawyer.

Planning-meeting use cases

Where VerAuth fits your client conversations

Annual review

Add an estate-document check: are the will, trust, POA, and advance directive current — and vaulted?

Aging clients

Talk through capacity, caregivers, and who can actually request documents — before it becomes a dispute.

The asset map

Clients record asset locations, credentials, insurance, and digital assets so nothing is lost or locked out.

Attorney coordination

Encourage clients to connect their drafting firm so probate questions route to the attorney, not to you.

How it works

You recommend. Your client enrolls. The plan is protected.

Client signs up

Your client enrolls directly at verauth.net with government ID and biometric verification. Advisors don't create or hold client accounts.

Vault the documents

Wills, trusts, POAs, and advance directives are sealed as the controlling versions, alongside the asset map.

Set permissions

The client decides who can see what — next of kin, their drafting attorney, and advisor contacts.

DeathLink takes over

DeathLink monitors public records and death notices, notifies designated next of kin, and routes them to the drafting attorney and listed advisor contacts.

Security

Built to be the verified authority

256-bit AES encryptionPolygon blockchain sealedSOC 2 audit in preparationEDRS-alignedInstitutional verification API for banks, hospitals & courts

See VerAuth through an advisor's eyes.

A short walkthrough of how VerAuth fits your planning process. Forgery Defender starts at $99/year for clients; Of Sound Mind Proof available as an add-on.

Request an advisor demoClients enroll at verauth.net →

VerAuth does not replace an estate planning attorney or provide legal advice. Clients enroll and control their own vaults.