Contacts
Keep your key people in one place — family, friends, and the people who matter most.
What you can do when logged in
Add Contacts
Add people like executors, family, friends, or professionals
Control What They See
Grant different access levels for messages, documents, vault items, and more
Set When They Access
Choose immediate, on a specific date, or only upon death/incapacity
Granular Permissions
Fine-tune access for each contact individually
Special Instructions
Leave instructions or notes for each contact
"When Dad passed, nobody knew what he wanted. It created weeks of conflict."
When Martin's father died unexpectedly, the family faced weeks of arguments over who should be executor, who should handle finances, and who had authority to make decisions. Nobody knew because he'd never said. Legal fees mounted. Relationships were strained.
"If Dad had just documented who should handle what, we would have known exactly what to do. Instead, we had to guess — and that created pain on top of pain."
— Martin