A concise view of testator identity, family, and key nominations from Client Onboarding.
Beneficiaries and allocation percentages captured in the Estate Builder.
Upload core estate documents once and access them anytime. Use Document Vault below for any additional files.
Core estate documents
AI summary coming soon!
Saved document summaries will return when dedicated AI hosting is enabled.
AI summary coming soon!
Saved document summaries will return when dedicated AI hosting is enabled.
AI summary coming soon!
Saved document summaries will return when dedicated AI hosting is enabled.
AI summary coming soon!
Saved document summaries will return when dedicated AI hosting is enabled.
AI summary coming soon!
Saved document summaries will return when dedicated AI hosting is enabled.
Store any additional estate-related PDFs — codicils, deeds, letters, and more.
A read-only inventory from the Estate Builder — use the button below to add or update holdings.
A living preview of obituary details and personal wishes captured in the Estate Builder.
Manage client estates, wills, and vault records from one place.
Manage your login credentials and personal details.
Use at least 8 characters.
Choose which email updates Estate Vault USA may send to your account address.
Email when your attorney or client updates a linked estate plan. At most one notice every four hours.
Email when documents are uploaded or removed on a linked estate. At most one notice every four hours.
Payment confirmations and subscription change notices from Stripe.
Occasional estate planning tips and Estate Vault USA announcements.
Your current plan and payment details synced from Stripe.
End your session on this device. You will be returned to the login page and will need to sign in again to access your estate dashboard.
Permanently delete your account and all estate data — beneficiaries, assets, and profile information. This cannot be undone.