How it works
From an empty vault to a household that runs itself
Four steps, none of which need a free weekend. Most families are usefully set up on the first evening and finish the detail over the following weeks.
The four steps
- 1
Create your household
Sign up with your email, confirm the verification link, and give your vault a name your family will recognize — usually the household or the address. There is no public directory and no profile to fill in; the household exists only for the people you invite.
- 2
Fill it in at your own pace
Begin with the categories you would miss first, whether that is insurance, medical details or the house. You can load sample data to see what a complete vault looks like before you commit, and attach scans, photos and PDFs to each entry as you go.
- 3
Invite the people who need it
Add family members by email and grant each one access to only the categories you choose. Everyone signs in as themselves, so you can widen, narrow or withdraw access later without changing a shared password.
- 4
Let it work quietly
Once dates are in, renewal reminders, the household calendar and the subscribable feed keep themselves current. The emergency sheet rebuilds whenever the underlying records change, so the printed copy on the fridge is the only thing you need to refresh.
What happens on day one
A realistic picture of a first day, for a household starting from a drawer of paperwork and a few emails.
First 5 minutes
Sign up, verify your email and name the household. The vault is live and empty.
Next 15 minutes
Add the three records you would most hate to lose — usually a life policy, health cover and the house.
Before lunch
Upload the documents you already have as scans or photos, and attach them to those entries.
That evening
Enter the renewal dates you know, and let the calendar and reminders take them from there.
Within the week
Invite your partner or an adult child, grant the categories that make sense, and print the first emergency sheet.
Questions about getting started
Set up the first three records this evening
14-day free trial. Card details required to start. Cancel anytime.
Start your vault