One secure place for your estate plan and next steps.
Keep drafts, signed documents, trusted contacts, signing tasks, reminders, and activity history together so your family can find what matters when they need it.
Almost ready to sign
Add signed documents when they are ready.
After attorney approval and signing, store scanned copies here so trusted people can find them later.
Drop files here
Upload is locked until attorney approval, but the vault shows exactly where signed copies will go.What you can do from the vault.
Attorney approval is the current blocker.
Once review is complete, signing instructions and upload will unlock.
Every document has a plain-English purpose and status.
The vault should help families understand what each file is, who owns it, and what needs to happen next.
Revocable Living Trust
Helps your family avoid court delays and gives instructions for major assets.
Pour-over Will
Catches anything not moved into the trust and sends it according to your plan.
Healthcare Directive
Names who can make medical decisions if you cannot speak for yourself.
Durable Power of Attorney
Names who can help with money or legal tasks if you cannot.
Asset Transfer Checklist
Shows which accounts, property, and benefits may need updates after signing.
Before and after signing, the vault keeps you moving.
Attorney review must be completed
Morgan Lee, Esq. is checking business ownership and guardian language.
Confirm two witnesses
Your trust plan will need witnesses who are not receiving property.
Upload signed copies
Store scanned copies in the vault so trusted people can find them later.
Update retirement beneficiaries
Your retirement accounts may need separate beneficiary updates.
Review after life changes
We will remind you after a move, new child, home purchase, or marriage change.
Share only what each person needs.
Your spouse, executor, advisor, and attorney can each have different access.
Taylor Avery
Spouse and healthcare decision maker
Can view signed documents
Casey Rivera
Backup executor
Can view instructions only
Priya Shah, CFP
Financial advisor
Can view asset checklist
Your plan should keep up with your life.
Annual plan review
Confirm people, assets, beneficiaries, and state of residence.
Beneficiary check
Update retirement accounts and life insurance outside the will or trust.
Trusted contact check
Make sure the right people still have the right access.
See who accessed what and when.
Taylor Avery accepted vault invite
18 minutes ago · Access limited to signed documents and emergency instructions.
Healthcare Directive preview opened
Today · Viewed by Jordan Avery from a trusted device.
Attorney review note added
Today · Business ownership section marked for consult confirmation.
Advisor access created
Yesterday · Priya Shah, CFP can view asset checklist only.