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

Vault holds the actual documents — not a list of where they might be — and gives the people you choose a read-only key.

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

What happens when a family can't find the trust →
Vault dashboard with financial accounts, identity bar, and completion tracking

Built for people with something to protect

Families

Your kids' guardianship papers, the life insurance policy, and the pediatrician's number aren't in the same place. If tonight went wrong, whoever shows up needs all three by morning.

Homeowners

An 89-year-old woman owns her house outright. The bank denied her line of credit because no one could produce the trust. Your deed, your policy, your trust — one place, the people who can reach them.

Business Owners

Payroll runs Friday. Your business bank login, your registered agent, and your operating agreement live in your head. If you're not there Thursday, what happens?

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

Your subscription covers the people who need in — a Guardian for your spouse or family, and a Legal Contact for your attorney or CPA. Both get 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.

You decide what they see. Line by line.

Your Guardian sees that an account exists. Whether they can see the account number — or the login — is a switch you control on each one, and you can change it any time. Most Keepers start with everything closed and open things up as life changes.

And you’ll know every time they look.

Every Guardian login is verified by email and written to an audit trail only you can read.

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 people

Your subscription includes access for the people who'll need it: a Guardian, plus a Legal Contact for your attorney or CPA. They verify by email every time they open your Vault, and they can never edit or remove anything.

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)
  • Guardian and Legal Contact — read-only access included
  • 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)
  • Guardian and Legal Contact — read-only access included
  • 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 · Cancel anytime · Founding rate locked for life

By the makers of FIRE Terminal

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