Step 1
2-minute status check
Answer a few quick questions and the vault will build your critical path automatically.
Modules
The Legacy Vault
Move section by section. Every field is optional except the ones you want surfaced later in the survivor roadmap.
The Big Five
Capture healthcare wishes, legal delegates, and the location of original documents.
Property and gifting
Track titles, transfer-on-death details, and the personal items that matter emotionally.
Accounts and access
Store account references, confirm beneficiary actions, and keep critical digital access in encrypted local storage.
Vault passphrase
Set a passphrase to encrypt Apple ID, primary email, and password manager recovery details in this browser.
Digital keychain is locked until a passphrase is entered.
Context for your family
Explain your decisions and tell the right people how to access what they need.
Designee notification
Generate secure-link style invitation messages for each trustee. These are drafts only in this static build.
Step 3 & 4
Documents & verification
Legacy Presentation
Survivor's Roadmap
Section A
Immediate Actions (First 48 Hours)
Section B
The Probate-Skip List
Section C