Vestry

One vault. Seven rooms. Each with its own key.

The Vault is organized like a register, not a filing cabinet. Each entry has a steward, a status, and a reason. Nothing is loose. Nothing is guessed.

Room I · Legal

The papers, kept in order.

A folded handwritten letter on coarse linen, late-afternoon light, a cooled wax seal beside it.

Wills, trusts, durable powers of attorney. We provide 50-state-compliant templates, with notarization guidance and an attorney review on Household and Legacy plans.

  • Will or trust
  • Durable POA
  • Healthcare POA
  • Notarization guidance

Room II · Medical

Readable by a hospital in minutes.

Advance directives, healthcare proxies, DNR preferences, organ donation. Designed so a clinician — not just a family member — can find what matters when seconds matter.

  • Advance directives
  • Healthcare proxy
  • DNR / POLST
  • Organ & tissue donation

Room III · Financial

Names and locations. Not credentials.

A leather-bound ledger open mid-page, a fountain pen mid-stroke on heavy linen-textured paper.

Where the money is, not how to log into it. Banks, brokerages, retirement accounts, real estate, debts, recurring subscriptions — so the executor knows where to look, and which bills to stop.

  • Banks & brokerages
  • Retirement accounts
  • Real estate & debts
  • Subscriptions & bills

Room IV · Digital

The parts of life that live in browsers.

Email, social accounts, photo libraries, password-manager recovery, two-factor recovery codes, and crypto holdings — recorded the way a steward will actually need them.

  • Email & social
  • Photo libraries
  • Password-manager recovery
  • 2FA & crypto

Room V · Wishes

How you want to be remembered.

A worn gold wedding ring resting on a cream porcelain saucer beside a photograph turned face-down.

Burial or cremation. The ceremony, the readings, the music, the officiant. Specific enough that the people you love don't have to guess.

  • Disposition
  • Service & officiant
  • Readings & music
  • Eco-burial partners

Room VI · Letters

Letters that arrive when they should.

Time-locked or trigger-based notes for the people you choose. Delivered on a date you set, or after a life event you define.

  • Time-locked letters
  • Trigger-based delivery
  • Per-recipient scheduling

Room VII · Stewards

Permissions, on the record.

Two pairs of older hands across a wooden dining table, one holding a coffee cup, the other resting on a stack of papers.

Every steward, every role, every grant. Audit logs show who saw what and when — and the owner can change a key in a moment.

  • Owner, Co-owner, Steward, Witness
  • Audit log per access
  • Time-bound grants
  • Two-key major actions

Begin quietly

The first useful pass is about forty minutes.

You don't finish a Vault in one evening. The Plan Builder saves where you are, and emails you back the next time you have a moment.

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