Feature Insight: Real-world wins with Automated Vault Distribution

Join us for an inside look at one of Trusted Family’s most impactful features: Automated Vault Distribution.

In this candid conversation, reps from our Product, Sales, and Client Success teams will break down how this feature works, how clients are using it, and how it’s solving the challenge of secure, efficient document sharing.

Whether you’re managing multiple trusts, sensitive family updates, or recurring distributions, this session will show how automation reduces manual tasks and increases peace of mind. Learn from real use case examples, cross-functional insights, and get inspired to make this feature work harder for you.