Digital Vault
Your secure place for critical documents and instructions.
What is the Digital Vault?
A secure, organized space to store copies of your most important documents and instructions. Think of it as your family's emergency binder — but digital, encrypted, and accessible when needed.
You control who can access it and when. Nothing is shared without your permission.
How it works
- 1Upload documents or add notes about where originals are stored
- 2Organize by category (legal, financial, property, etc.)
- 3Choose who can access your vault and when
- Update anytime — your vault grows with you
What should you add?
Start with one of these essential documents. You can add more anytime.
Last Will and Testament
Your legal document that specifies how your assets should be distributed.
Durable Financial Power of Attorney
Legal authority for someone to act on your behalf.
Medical Power of Attorney / Health Care Proxy
Your medical wishes and health care proxy designation.
Advance Directive / Living Will
End-of-life care preferences and instructions.
HIPAA Authorization
Permission for others to access your medical information.
Life Insurance Policy
Policy documents and beneficiary information.
Retirement Accounts Summary
401(k)/IRA/pension statements + beneficiary confirmations.