What exists
A structured record of the household, property, insurance, legal documents, business interests, and responsibilities that matter.
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Vault & Ledger turns scattered household knowledge into a clear, professionally organized continuity plan—so important information, relationships, and next steps do not depend on one person's memory.
Important details accumulate across filing cabinets, email threads, advisors, online accounts, property records, insurance policies, and conversations that were never written down.
Vault & Ledger creates the map. It helps the right people understand what exists, where authoritative information is kept, who can help, and which questions are still unresolved.
A structured record of the household, property, insurance, legal documents, business interests, and responsibilities that matter.
Clear location references for authoritative documents and lawful access instructions—without copying private credentials into the plan.
The professionals, family members, advisors, and key relationships someone would need to reach first.
Practical continuity notes, unresolved gaps, and a review rhythm that keeps the plan useful as life changes.
You do not have to arrive organized. The process is designed to uncover what matters, structure it carefully, and turn uncertainty into specific follow-up actions.
Walk through the full processCoordinate household responsibilities, guardianship-related records, trusted contacts, and important locations.
Map ownership, authority, key people, operational dependencies, professional relationships, and transfer considerations.
Bring multiple properties, policies, entities, legal documents, digital responsibilities, and advisors into one structure.
Vault & Ledger records locations, trusted relationships, and lawful access instructions. Passwords, PINs, recovery codes, private keys, safe combinations, and full identifiers stay outside the platform.
Read our privacy approachTell us a little about your household and what you want the people you trust to be able to navigate.