Zurich LifeVault
Helping customers put a plan in place for the future
Planning for the future is one of the most important things your customers can do for the people they care about, but it can often feel complex or overwhelming.
Zurich LifeVault helps them organise their affairs, make their wishes clear and support their loved ones when they need it most. Having everything in one place can provide peace of mind and create a clear plan for their families.
What is Zurich LifeVault?
Zurich LifeVault is a secure digital solution designed to help customers prepare for the future with confidence - simply, clearly and at their own pace.
Delivered in partnership with the technology company Empathy, Zurich LifeVault brings everything together so your customers can organise their affairs and make sure their loved ones know what to do and where to find important information when they are no longer here.
How can Zurich LifeVault help your customers?
Legally valid planning documents
Create legally valid planning documents, so their decisions are understood and can be followed. This could include a will, Lasting Power of Attorney, healthcare wishes, funeral preferences and more. Everything is stored in a secure, encrypted vault.
Stay organised as life changes
It helps customers document and keep track of their financial records and assets, so everything is easy to access when needed and they leave a clear, up to date overview of their estate.
Capture memories to be treasured forever
Customers can create personal messages, write letters to loved ones and store meaningful items like photos or recipes.
Share with trusted individuals
Customers can share documents easily and securely with family members or executors, so nothing important is locked away or unknown and important documents are available when needed. Customers can collaborate as an individual or a couple.
Looking ahead can feel difficult but putting a few simple things in place, can make a big difference for your customers. Zurich LifeVault helps them do that, in their own time, in a way that feels manageable and meaningful to them and their loved ones. They also have access to a helpful Learning Centre with articles and videos to help guide them with legacy planning.
Important information
Zurich LifeVault is a digital service provided by Empathy. It helps your customers create and organise documents based on the information you provide. These documents are not reviewed by a solicitor and legal validity depends on correct completion and execution. They may wish to seek professional advice where appropriate.
This service is not part of their insurance contract with Zurich. It can be amended or withdrawn at any time.
Empathy Loss Support™
Zurich customers also have access to Empathy Loss Support™, which is designed to help support them with the emotional and practical challenges that come with losing a loved one.