The orchestration layer your clients are missing.

You handle your piece brilliantly. Vigil orchestrates the full picture.

For estate attorneys, CPAs, advisors, and fiduciaries serving $1M+ households.

You've seen this before.

A client's spouse calls. Your client is gone, suddenly, unexpectedly. The spouse is overwhelmed. They don't know what accounts exist, can't find the trust, aren't sure who the insurance agent is. They found your number in an old email.

You want to help. But you're working blind: piecing together the picture from fragments, waiting for documents that may take weeks to surface, coordinating with other professionals you may have never met.

The problem isn't that your client didn't plan. It's that nobody coordinated the plan across every professional, every account, every document. And nobody built a system that activates you at the right moment with the information you need.

70-80%

of widows fire their financial advisor within a year of their spouse's death. The advisor had a relationship with the deceased spouse, not the surviving one. Both spouses engaged, or neither.

Source: McKinsey, Women as the next wave of growth in US wealth management (2020).

What your clients bring you.

Organized clients, fewer fire drills.

Clients who use Vigil have a complete, audited, continuously monitored financial map. When they come to you with a question surfaced by Vigil's audit engine, it's a specific, well-framed question with supporting data. Not a vague concern.

Professional escalation during activation.

When a crisis triggers activation, Vigil notifies you with a role-appropriate task card: a reference ID, what action is needed, and the relevant contact information. You see only what pertains to your role, not the full financial picture. You know you're needed, you know what for, and you know who to coordinate with.

A portal for what your clients share with you.

Clients can grant you scoped, read-only access to specific categories of their financial data through Vigil's professional portal. You see what they've chosen to share filtered to your role. Always current. No more chasing down documents before a review meeting.

Keep both spouses engaged with your practice.

Vigil involves both spouses in the household's financial continuity. That means both partners know you, trust you, and understand what you do for the family. When disruption comes, you're already a known resource to the surviving spouse, not a stranger they found in an old email.

Vigil isn't a competitor. It's an orchestration layer.

Vigil does not provide legal, tax, investment, or insurance advice. It does not generate documents, recommend products, or replace professional judgment. Every finding in the system is framed as a question for a specific professional role, your role.

Vigil drives work to professionals by surfacing gaps, inconsistencies, and questions that require expert review. Clients who use Vigil are more organized, ask better questions, and bring you real data instead of vague concerns.

"Vigil orchestrates. You advise and execute. That's the layer that's been missing."

How it works for you

1

Your client signs up for Vigil and maps their financial life: accounts, documents, insurance, professionals, trusted contacts.

2

Vigil's audit engine surfaces findings relevant to your discipline. Your client brings those questions to you with supporting data and confidence indicators.

3

Your client grants you portal access to the data categories relevant to your role. You see a continuously updated, scoped view. No more outdated snapshots.

4

If the worst happens, Vigil activates your expertise. You receive a task card with what you need to act, immediately, not after weeks of discovery.

Join the network.

Vigil Protocol is building a professional network for estate attorneys, CPAs, financial advisors, and insurance professionals who serve high-net-worth households. We're looking for professionals who see the coordination gap in their own practice and want to be part of the solution.

Early partners get:

  • ✓ Direct input on professional portal features and workflow
  • ✓ Priority integration as the channel program develops
  • ✓ A dedicated point of contact for client coordination
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