Estate Vault helps you see everything you own, catch the gaps, and turn your wishes into
legally binding reality. Your legacy is your greatest asset. Treat it like one.
Plaid links every checking, brokerage, retirement, and crypto account you hold. Read-only, bank-grade encryption, no money moves.
Add beneficiaries, set splits to the dollar, mark contingencies. The Money Map updates as you type.
A licensed estate attorney in your state prepares your trust, will, and powers of attorney. You review them in plain English.
Notarized e-signatures, automatic re-drafts when life changes, and a successor onboarding for when the time comes.
Plus 12,000+ more banks, brokerages, and retirement providers through Plaid.
Estate Vault holds those too — stored alongside your plan, and released to the right people at the right time.
Written now, released when it matters.
Service, faith, and the details nobody should have to guess.
Who to call, what to close, and where everything is kept.
Join the waitlist and be first in line when Estate Vault opens.