Plan Smarter, Leave Less to Chance
At WAY Trustees Limited, we understand that estate planning isn’t just about setting up the right structures for the future – it’s about making life easier for the people left behind. That’s why we’re thrilled to offer all clients and Advisers who use our Trusts complimentary access to KinVault – a powerful, secure digital platform designed to support your Will and protect your legacy.
🛠️ Why a Will Alone Isn’t Enough
While a Will outlines what happens to your estate, it doesn’t explain where everything is. Without practical details – like which banks you use, what investments you hold, or even where to find important documents – your executors and loved ones can face long delays, added stress, and in some cases, lost assets.
This is where KinVault comes in.
💡 What is KinVault?
KinVault is a secure online vault created by Kinherit that holds all the key information your Executors and Beneficiaries will need – from bank accounts and property details to passwords, funeral wishes, and personal messages. It works alongside your Will and Trust to ensure that nothing is missed, lost, or forgotten.
Think of it as the practical guide to your estate – all in one place.
✅ What’s Included?
When you establish a trust through WAY Trustees, you’ll receive KinVault as a complimentary benefit. Here’s what you get:
- 🔐 A secure online hub for storing all essential legal, financial, and practical documents
- 📃 Will and Trust integration – everything works together seamlessly
- 🗂️ Easy access and structured organisation for executors and loved ones
- 💬 Personal touches – leave messages or instructions for your family
- 📆 Lifetime updates and reminders to keep your records current
- 🤝 Set-up support and training from the KinVault team
📦 What Can You Store in KinVault?
- Legal documents (Wills, LPAs, Trusts)
- Details of assets (bank accounts, pensions, properties, investments)
- Key contacts for Executors and Beneficiaries
- Life admin (utilities, insurance, digital logins)
- Care plans and funeral wishes
- Personal messages for loved ones
🎁 Complimentary with All WAY Trusts
We believe in complete, compassionate estate planning. That’s why every client who sets up a Trust with us will receive KinVault at no extra cost – helping them not only to structure their estate efficiently, but also to pass it on with clarity and care.
Ready to Plan with Confidence?
If you’re an Adviser looking to enhance the legacy planning experience for your clients – or a client wanting greater peace of mind – this is a powerful tool to have on your side.
📞 Call us on 01202 890895
📧 Email us at info@waytrustees.co.uk
Let’s build a legacy that goes beyond paperwork – one that supports your loved ones when they need it most.