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Clocr for Wealth Managers & Financial Advisors

Comprehensive Digital Legacy & Estate Planning solutions such as Advance Directives for your clients

Help your clients consolidate, track and pass on their digital ASSETS the legal way.

Clocr (short for Cloud Locker) is the industry’s leading, all-in-one digital legacy planning platform for ALL DIGITAL ASSETS such as online, social media, crypto custodian accounts and more. Clocr’s solution is RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act) compliant, with 10 pending patents.

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Buy for Your Clients

You are an ADVISOR
You can buy heavily discounted Clocr subscriptions and offer them to your clients

Five(5) or more lifetime
subscription - 92% off

$6000 for $500

($100 each additional subscription)

You will be registered as a business owner

You can assign the subscriptions to your clients after onboarding

Buy for Yourself

You are a CONSUMER
You can buy heavily discounted clocr subscriptions and offer them to your friends or family

Two (2) lifetime
subscription - 85% off

$2400 for $300

($120 each additional subscription)

You will be registered as a consumer

You can assign the subscriptions to your family or friends after onboarding

One(1) Lifetime Subscription - 80% off

$1200 for $240

What Happens To A Bank Account When Someone Dies?

Patent-pending Security

We go beyond encryption. Clocr’s patent-pending security digitally slices critical information and passwords and distributes the pieces to multiple storage locations. The slices are assembled only when the information is accessed by the user.

Grow your business.
Ride the digital Tsunami

Get ahead of the competition and offer next-gen digital legacy solutions that align with the needs of current and future generations. Clocr’s flagship Estate Management for Digital Assets (EMDA) service is an easy-to-use online platform that helps you establish and manage your client’s digital estate.
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Wealth managers have devoted significant time to the transfer of assets but think about the value added by assisting in the transfer and preservation of memories and stories. With more information, including very important family photos and documents, being stored digitally there will be a growing need to pass down this data. The days of going through a family album or opening a shoebox of photos are going away.

– Rob Schultz


The world needs Clocr. It solves planning aspects of asset transition and organization in death for the modern world. Enabled through blockchain and cloud technologies, the tool provides an elegant solution to what can be a very painful process. Today, sorting through wills, trusts, and assets after death often create havoc in friends and families that are already grieving.

– Jordan Hefferan

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Digital Legacy Services that set you apart!

Digital Legacy

Ensure your clients complete their digital asset portfolio, designate nominees, and generate their directives

Lead Generation

Enjoy free leads from our Market Place listing, enjoy the placement of your business card on your client’s Clocr dashboard

Value added Services

Differentiate from the pack. Protect the digital and family legacy of your clients and their loved ones.

Multigenerational Client Relationships

Easy access to nominees allows you to extend your services beyond first-level contacts


Solution with features to match

The enterprise portal is built for advisors of all sizes. Create multiple offices and attach advisors to them. Wide range of client management options for tagging your clients as private or shared. Detailed audit trail, extensive reporting, messaging and 360-degree view of your client’s portfolio.

  • Enterprise portal for advisors
  • White/private label options
  • Client management tools
  • Detailed audit trail
  • Extensive reporting
  • Simple & easy to use
  • Mobile-ready workflows

Digital Legacy Services that set you apart!

Digital Directives

Clients can generate their will for social media and online accounts in seconds.
Things To Be Included in A Social Media Will
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Track Progress

Ensure your client’s digital legacy plan is complete, critical information is accounted for, and nominees are assigned and informed.

Peace of Mind

Peace of mind for your clients and their families. They know that their digital assets are passed on to them safely and securely.
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