For advisors, lawyers & wealth managers

Client continuity, zero custody.

You help clients prepare for the worst day — but you don’t want to become the custodian of their passwords and keys. With Capsulene, each client owns their capsule and their own key share; you provide the process, never the vault.

Client-owned capsules · You never hold a secret · Fits estate-planning workflows

The situation

Sound familiar?

As an advisor, lawyer, or wealth manager you help clients prepare digital continuity — but you don't want to become the custodian of their passwords and keys, and your compliance team doesn't want that either.

How the roles split
  • Each client owns their own capsule and keeps their own key share.
  • You provide the continuity checklist and guidance; you never hold the share that decrypts a secret.
In practice

What people use it for

Private client digital continuity checklist
Family office workflow
Digital asset mapping
Estate planning support
Client recipient mapping
Advisor-assisted setup
Premium client service layer
Continuity review sessions
How it works

Three steps. No guesswork.

1

Put continuity on the agenda

Add a digital-continuity review to your client conversations: what exists, where it lives, who should receive what — the gap wills leave open.

2

The client creates and owns it

You sit beside them during setup; the capsule, the shares, and the recipients are theirs. Your practice never touches a credential.

3

Zero-knowledge protects you both

Keys split 2-of-3 between the client, their recipient, and Capsulene. There is nothing custodial on your side to secure, insure, or subpoena.

2/3

The client, their recipient, and Capsulene each hold one share — you hold none. You deliver the continuity outcome without ever becoming a risk center.

FAQ

Good questions

Do I ever hold a client’s secrets?

No — and that is the point. Each client owns their capsule and their own key share. You provide the checklist and sit beside them during setup; nothing custodial ever touches your practice.

How does this fit alongside estate planning?

It closes the digital gap wills leave open: access, locations, and instructions. The legal documents say who inherits; the capsule makes sure they actually can.

Can I offer this as a service?

Yes — advisors run continuity reviews and assisted setups as a premium client service. Talk to us about materials and a workflow for your practice.

A premium service, not a liability

Help clients prepare — without holding their secrets.

Client-owned capsules, advisor-assisted setup, zero custodial risk.

More ways people use Capsulene: