Signing steps
Final delivery is a ceremony, not just a download button.
We guide you through attorney approval, witnesses, notarization, uploading signed copies, and the follow-up tasks after signing.
Return to vaultSigning checklist
Not ready to sign yet
Attorney approval is still blocking release of final signing instructions.
In progress
1. Attorney approval
Morgan Lee, Esq. must clear three open review flags.
Next
2. Signing ceremony
Customer needs two witnesses and notary for trust package.
Locked
3. Upload executed copies
Vault opens upload after signing instructions are released.
Locked
4. Trust funding follow-up
Move assets, update beneficiaries, and invite advisor collaborators.