Features
Everything you actually need.
A guided tour of the vault — what each part does, and how it fits the others. Click any screenshot to see it in the app.
Vault dashboard
Your whole estate, at a glance.
Net worth across asset classes, recent activity, document requests waiting on you, family member health indicators. The dashboard is the home base for everything that comes after.
- • Total assets minus liabilities, broken down by class
- • Asset class allocation chart
- • Reminders + advisor requests surfaced inline
- • Family member status (owner profile, beneficiary completeness)
Asset management
Seven asset types. Specialized handlers for the ones that matter.
Real property gets address autocomplete and an interactive map. Vehicles get a NHTSA VIN decoder. Other types are clean structured forms. No more spreadsheets.
- • Real property · address autocomplete · Leaflet map · optional Rentcast valuation
- • Vehicles · NHTSA VIN decode · MarketCheck values (when available)
- • Financial accounts · insurance · personal property · digital · business interests
- • Smart fill on supported types — paste an address, get a complete record
Smart fill
Type once. Let the address fill itself.
Real property and vehicle entries pull from authoritative sources — no manual transcription, no typos in addresses or VINs.
- • Address autocomplete via Nominatim (free, no API key)
- • VIN decoder via NHTSA (year, make, model, trim)
- • Optional Rentcast valuation if you bring your own free-tier key
- • All proxied through our Cloudflare Worker so no API keys hit your device
Will template
A real will. Free. State-aware.
Answer a guided questionnaire and we generate a will template + letter of instruction as PDFs, fully client-side. No subscription, no per-document fee. Built around our state-rules database (currently AZ, CA, FL, IL, NY, TX) with attorney-review disclaimers on every screen.
- • Testator, executor, guardian, residuary beneficiary all structured
- • Specific bequests per asset, per heir
- • Letter of instruction with funeral wishes, document locations, and personal messages
- • Generated PDFs encrypted and stored in your vault — never leaves your device
Inheritance breakdown
Who inherits what.
If something happened today, every named beneficiary gets a clear, dollar-valued summary of what's coming to them. Pulled from your per-asset allocations and any specific bequests you've made.
- • Per-beneficiary rollup with dollar totals
- • Specific bequests listed alongside dollar shares
- • Residuary share automatically calculated
- • Warns when there are unaccounted assets (no residuary beneficiary set)
Calculators
Retirement, savings, return — all client-side.
Three financial calculators with shareable URL state. Useful for "when can I retire?" conversations without uploading anything to a server.
- • Retirement projection — when does the runway run out?
- • Savings projection — what happens with consistent contributions?
- • Annualized return — what was the real CAGR on a holding period?
Documents
Documents, organized two ways.
Default view links each document to the asset or family member it relates to — so the right papers live next to the right thing. Optional folder view for users who prefer hierarchical organization.
- • Drag & drop upload, encrypted on your device before storage
- • Link a document to multiple assets / members at once
- • Folder tree as alternative view (Insurance, Tax, Trust, etc.)
- • 500 MB free on-device · unlimited on the paid Storage tier
Document requests
Advisors ask. Clients upload. Tracked end-to-end.
Advisors send grouped document requests with blocking vs nice-to-have flags. Clients see what blocks the next meeting and what can wait. Templates make repeated client onboarding fast.
- • Grouped requests (e.g. "2025 tax docs", "trust setup")
- • Required vs optional flags surface on the client side
- • Reusable templates per advisor
- • Drag & drop fulfillment from the client
Advisor sharing
QR or link. Read-only by default.
Share your vault with an advisor, family member, or attorney via QR code or invite link. Read-only access by default. Advisor-edit access requires an explicit advisor passphrase you set per advisor.
- • QR code generated client-side · scan with phone
- • Invite links work via email, SMS, or pasted into a calendar invite
- • Read-only by default — advisor can see, not edit
- • Edit access requires a separate passphrase per advisor
Async messaging
Talk to your advisor inside the vault.
Async chat travels with the vault. No external email thread to lose, no third-party service to authenticate. Advisor messages and your replies are all encrypted in the same vault.
- • Async chat works free tier via Drive sync
- • Real-time chat ships in the Collaboration paid tier
- • Annotations on documents (Storage tier)
- • All messages encrypted with the vault — same keys
Emergency kit
A kit your heirs can use without you.
Print the Emergency Kit PDF and store it somewhere your heirs can find. It contains the Secret Key needed (alongside your passphrase) to unlock the vault. Without both, the data is unrecoverable — by us or anyone — which is the whole point.
- • 128-bit Secret Key generated once at vault creation
- • Printed in the Emergency Kit PDF only — never on our servers
- • Heirs combine it with your passphrase to unlock — that's the whole architecture
- • Re-download anytime from Settings
Reminders
Stay current without a calendar full of estate-planning tasks.
Annual document refresh, age-triggered reminders, advisor check-ins. We'll nudge you when it's time to update something so the vault stays accurate without becoming homework.
- • Annual reminders (review beneficiaries, refresh emergency kit)
- • Age-triggered milestones (turn 50, kids reach majority, etc.)
- • Advisor check-in reminders set by your advisor
- • In-app + push notifications free; email + SMS in paid tiers
See it for yourself.
Free vault. No credit card. Open one in two minutes and click through every feature on this page.