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Create, store, and share your estate plan in one secure place.
First, create your core estate planning documents by using our customizable templates. For each document, just answer a few simple questions and we’ll do the rest.
Add your estate documents to your Estate Vault or upload your existing documents and files such as photos, videos, and scanned records.
Once you add files to your Estate Vault, invite loved ones and representatives to access everything so they can fulfill your last wishes and carry on your legacy.
Appoint an executor and outline who will inherit your assets, take guardianship of your children, and provide for your pets after you pass away.
Appoint someone to make your important financial, real estate, and business decisions if you are unable to act for yourself.
Specify the types of treatments you consent to and appoint someone to make medical decisions for you, should you become unable to act for yourself.
Estate Vault provides you peace of mind that your documents and personal information are secure. We use government grade security technology to store your files and maintain your privacy.
Estate planning is the process of outlining your preferences for your estate and care if you die or become incapacitated. Your estate is everything that your own, such as real estate, bank accounts, investments, and vehicles.Generally, an estate plan contains your Last Will which outlines how to distribute your assets after you pass away, a Power of Attorney which appoints someone to act on your behalf, and a Living Will which outlines the types of treatments you consent to if you’re incapacitated.
Not at all. Some people think that estate planning is only necessary for retired seniors, but this assumption is a myth. All adults should have an estate plan because unexpected events that result in incapacity or death can occur at any age.By being organized and creating all your estate planning documents, you can protect your loved ones from having to make complicated decisions on your behalf while navigating emotionally challenging times.
Your need for a Last Will and Testament will depend on your circumstances. If you own no assets but have minor children, you should still create a Will to appoint a guardian for them in case both of their parents pass away.Also, examine whether or not you truly have no assets. If you don’t have real estate, savings, or investments in your name but have a checking account and a vehicle, you own assets. They may not be as substantial as you want them to be, but the cash that you own, your vehicle, and your other items of worth make up your estate.If you don’t create a Will, your state's laws decide who will inherit these assets. To maintain control over who inherits your estate, create a Will.
Estate planning can seem daunting, but it doesn’t have to be. We've designed Estate Vault to guide you through the whole process so you can easily create a legally-binding estate plan. Our document questionnaires avoid complicated legal terms and provide helpful tips to guide you through each question. Begin estate planning by starting your first document or creating your own Estate Vault.
If you die without a complete estate plan, specifically without a Will, your loved ones may encounter time-consuming problems when they attempt to distribute your assets and close your estate. Also, without a valid Will, a court will distribute your assets based on the predetermined laws in your state, not considering your wishes.If you become incapacitated and don’t have a Living Will in place, health care providers may have to perform medical procedures that go against your preferences.
Estate Vault is available to all users, including our Free Trial. If you have completed your Free Trial, you can create an Estate Vault with a single document license, Yearly or Monthly Subscription as well.
Each estate planning document has a unique set of requirements that ensures its validity. That’s why our legal team maintains our templates to meet the legal standards of your jurisdiction. Our document templates and checklists are created to help you have all the resources and information to ensure your documents are enforceable.To learn more about the legal information on our site, please read our Legal Disclaimer