For professionals and organizations
MyIceGuide for professionals
Work securely with clients. Request documents, upload files, manage client dossiers and communicate through MyIceGuide.
What MyIceGuide helps professionals do
A secure collaboration platform for estate and life planning professionals.
Collaborate with clients
Work in client dossiers with the access each client approves.
Request and manage documents
Ask clients for documents, upload files and track what has been shared.
Communicate securely
Exchange messages with clients without unnecessary personal contact sharing.
Work as a team
Create or join an organization, assign tasks and keep notes for your clients.
Who it is for
- Notaries
- Funeral organizations
- Financial advisors
- Estate planners
- Executors
- Administrative offices
Core features
Client invitations
Invite clients to collaborate or accept invitations they send to you.
Organization verification
Verify your organization so clients know who they are working with.
Client dossiers
Keep client information, documents and activity organized in one place.
Document requests
Request specific documents from clients with clear descriptions.
Document workflows
Track document status from request through to completion.
Secure messaging
Message clients directly through MyIceGuide.
Team tasks and notes
Assign tasks, add notes and collaborate within your organization.
Reporting
Review activity and progress across your client dossiers.
Ready to work with clients through MyIceGuide?
Register as a professional — no personal vault subscription required.