The TOLI Vault is a secure portal that provides an end-to-end solution for the management and monitoring responsibilities of the trustee for the trust assets. The vault houses the documentation that is associated with the policy as well as key dates and reminders to ensure proper management of the insurance component of the trust. We have invested in the security and technology necessary in order to ensure the proper functioning of the client policies in our care. It also provides an enhanced ability for our partners to meet their fiduciary responsibilities and quick access to pertinent policy information. Please call us for a detailed demonstration of the capability of the vault.