If something happened to you tomorrow, could your family find everything?

A secure, private estate dashboard that gives your family everything they need, exactly when they need it.

Your accounts, policies, and assets are scattered. Your family shouldn't have to search for them.

Vault dashboard with financial accounts, identity bar, and completion tracking

Built for people with something to protect

Families

Life is unpredictable — don't leave your family scrambling. Would your family know where anything is? Vault makes sure they can find everything — accounts, documents, insurance — organized and ready when it matters most.

Homeowners

Your mortgage, policies, and retirement accounts are scattered across a dozen places — and your family has no idea where any of it is. Vault changes that.

Business Owners

Your LLC, revenue streams, and digital assets make sense to you. But if something happened, your family wouldn't know where to start. Vault gives them the full picture.

Be prepared. Not reactive.

Don't wait for a reason

The best time to organize your financial life is before you need to. Vault makes it simple to document everything in one secure place.

Give your family confidence

When the people you love need to step in, they'll know exactly where to look — accounts, policies, documents, and contacts all in one place.

You control the access

Invite one trusted person as your Vault Guardian. They get secure, read-only access — verified by email every time they log in.

Two Roles. One Purpose.

Keeper

That’s you.

You own the Vault. You build it, update it, and control what’s inside. Only you can add, edit, or remove information.

Guardian

The person you trust most.

Your Guardian can view everything you’ve documented — accounts, instructions, contacts — but cannot edit it. They step in when you can’t.

Think of it like this: the Keeper writes the instructions. The Guardian follows them. A spouse, adult child, sibling, or estate attorney are all good choices for Guardian.

How Vault works

Three simple steps to protect what matters most.

1

Build your Vault

Add your financial accounts, insurance policies, real estate, legal documents, business assets, and key contacts — all in one secure, encrypted place.

2

Invite your Guardian

Designate one trusted person with secure read-only access. They verify their identity via email every time they access your Vault.

3

Stay organized

Keep your Vault current as your life changes. Add new accounts, update beneficiaries, and document new assets as you build them.

See your Vault in action

Every account, policy, and document your family would need — organized, and shared only with who you choose.

Vault Manage Viewers screen showing a Vault Guardian with accepted access and a Legal Contact with pending invite

You decide who has access. Guardians and Legal Contacts see a read-only view — nothing can be edited or removed.

Simple, transparent pricing

One product. All features included. No paywalls.

Monthly

$9/month

Cancel anytime

  • All 6 Vault sections (Financial, Real Estate, Insurance, Business, Legal, Contacts)
  • One Vault Guardian — free read-only access
  • Complete audit trail
  • Priority support

Founding Member

Best Value
$49/year

~$4.08/month · Save 55% vs monthly

Founding Member pricing — limited to our first 100 members. Once the cap is hit, this tier closes permanently. Your rate is locked for life.

  • All 6 Vault sections (Financial, Real Estate, Insurance, Business, Legal, Contacts)
  • One Vault Guardian — free read-only access
  • Complete audit trail
  • Priority support
  • Rate locked for life

All plans include full Vault access. Monthly and Annual plans can be canceled anytime. Founding Member is an annual plan — your rate is locked for life at $49/yr.

Email-verified Guardian access

Read-only Guardian access

We never sell your data

Everything your family needs to find.

Build your Vault today. Founding Member pricing available for a limited time.

Create your Vault

Starting at $9/month · No trial needed · Cancel anytime

By the makers of FIRE Terminal

The financial independence dashboard built for people serious about retiring early.