A catalog that outlives the person who built it
Family Vault
Serves Households and estates
Beneficiaries, successors, and instructions recorded while the elder is still here to explain them.
The Family Vault holds the household's creative estate: who owns what, who inherits it, who administers it, and where the paperwork lives. Elders preserve wisdom; the record preserves the terms.
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What this tier owes the record
Chores of the trade
- Name beneficiaries and successors in the legacy plan.
- Write the letter of instruction in plain language.
- Keep entity, trust, and tax identifiers current in the Vault card.
- Review the plan once a year and date the review.
File your registration
Legal and business details reviewed before access.
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Open the funding pipeline
Applications, review, and disbursement tracking.
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Quote your coverage
Underwriting questions and your risk profile.
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