The four value layers
The vault holds one record, reports what it records, shows how each asset passes, and watches the dates. Everything else on this page is a tool that closes a gap the record shows.
A central record
Everything of value goes in one place: the will, the power of attorney, the advance care directive, property titles, superannuation, insurance, accounts, and the instructions your family will need. The record exists so the people who have to act can find it.
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The estate assessment
The assessment reads your vault and reports fourteen items across four parts of an estate plan: incapacity, death, assets outside the will, and the record. Each item shows one status, in place, not recorded, review due, not applicable, or not tracked, and each item explains why it matters.
The assessment reports what your vault records. It carries no score, and it does not assess the legal effect of any document.
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An informed view
A will controls only what falls into the estate. Superannuation, jointly owned property, insurance, and trusts all pass outside it. The structure map shows which records your will covers, and which ones pass by another route.
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Keeping current
Documents go out of date quietly. A binding superannuation nomination lapses after about three years. A life event changes what a will should say. The vault watches the dates in your records and tells you when to act.
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Nominate your people
Choose who should receive access to your vault if you die or lose capacity: a partner, family member, executor, or trusted friend.
You control everything:
– Decide who gets access
– Choose what each person can see
– Assign specific items to specific people
– Update your choices at any time