Attorney-ready legal templates, emergency preparedness plans, senior care guides, and business protection documents — everything your family needs, organized and protected.
Professional legal documents and emergency plans — download instantly, complete, and take to your attorney for review. Save thousands in billable hours.
Complete will covering executor, beneficiaries, guardian designation, specific bequests, and residuary estate. Notarized signature blocks included.
Avoid probate and keep your estate private. Comprehensive trust with trustee powers, successor designation, distribution instructions, and Schedule A funding guide.
Asset protection, Medicaid planning, and estate tax reduction. Includes Medicaid look-back warning, spendthrift provisions, and independent trustee structure.
Hold real property privately — your name stays off public records. Full beneficiary structure, trustee powers, and complete privacy provisions.
Essential companion to your Living Trust. Ensures any assets outside your trust at death pour directly into it — preventing unintended probate.
Grant authority over banking, real estate, investments, and taxes. Durable through incapacity with optional springing activation.
Specify who receives individual items without updating your will. Change anytime without an attorney. Works alongside your will.
Track every beneficiary designation across all accounts. Outdated designations override your will — this keeps everything current.
Complete family hurricane plan with evacuation routes, shelter-in-place procedures, 72-hour supply checklist, and utility shutoff locations.
Safe room identification, shelter procedures for home and vehicle, supply checklist, and what to do in a mobile home.
Know your flood zone, routes, and triggers. Covers flash floods, river floods, and storm surge with complete go-bag checklist.
Evacuation level guide (Level 1/2/3), go-bag checklist, home preparation steps, and what to do if caught in a wildfire.
Drop-Cover-Hold procedures, safe spots in every room, utility shutoff guide, home hazard mitigation checklist, and 14-day supply list.
Leave in 15 minutes for any emergency. Complete supply inventory, 15-minute departure protocol, three bug out locations, and family role assignments.
How your family finds each other when phones fail. Out-of-state contact protocol, four meeting points, and printable children's ID cards.
Living will and healthcare proxy in one document. Designate your agent, define life-sustaining treatment wishes, DNR, and organ donation.
Out-of-hospital DNR with physician co-signature block. Defines scope, comfort care provisions, and revocation instructions.
Authorize release of your health information to family members or caregivers. All record types, expiration and revocation provisions included.
Spare your family from impossible decisions during grief. Covers burial, service, music, obituary, headstone, and military honors.
Where everything is, how to access accounts, digital assets, and messages to loved ones. The most important non-legal document you can leave.
Who raises your children if you can't? Name guardians, authorize temporary caregivers, and leave detailed parenting instructions.
Email, social media, crypto, and online accounts with instructions for each. Includes cryptocurrency wallet and seed phrase section.
Disaster evacuation with pets AND who cares for them if you die or are incapacitated. Vet info, medical records, and caretaker instructions.
Unmarried couples living together need legal protection too. Covers property rights, financial arrangements, shared expenses, and separation provisions.
For aging parents and adult children — document care preferences, legal status, medical information, and family roles before a crisis forces the conversation.
Track every Medicare part, supplement, Social Security, VA benefit, and senior program in one organized place. Includes important dates.
When multiple family members care for one parent — get everyone organized. Daily schedule, medication management, and respite care plan.
A complete guide for the person handling an estate. Week-by-week checklist covering notifications, probate, asset inventory, taxes, and final distribution.
For beneficiaries navigating estate settlement. Know your rights, what to expect, benefits to claim, and tax considerations.
Room-by-room inventory of every item in your home — essential for insurance claims after any disaster. Includes high-value items and appliance tracker.
Never miss a service date or lose a warranty again. Monthly, quarterly, and annual checklists, service provider directory, and repair log.
Succession options, buy-sell agreements, key person insurance, operations plan, employee considerations, and family financial protection.
One-way or mutual NDA covering confidential information, exclusions, term, remedies, and governing law. Essential before sharing any business idea.
Protect your business when hiring freelancers. Services, compensation, IP ownership, confidentiality, termination, and contractor status.
🔒 Instant PDF download · Legal disclaimer included · Review legal documents with your attorney before signing
Buy the templates your family needs together and save significantly over individual prices.
Every template in the Family Vault library — estate planning, emergency preparedness, medical directives, senior care, home protection, and business documents. The complete system for protecting your family's future.
Everything you need to protect your estate — without paying thousands in attorney fees just to fill out the paperwork.
Seven complete emergency plans covering the most common disasters and general evacuation for any emergency.
Make your medical wishes crystal clear and spare your family from impossible decisions when they are least equipped to make them.
Everything parents with young children need — who raises your kids, medical authorization, digital accounts, and pet care.
Everything adult children and aging parents need to plan care, coordinate family, track benefits, and document medical wishes.
For the person handling an estate and the family members receiving one. Step-by-step guidance from death through final distribution.
Protect and organize your most valuable asset. Home inventory for insurance claims, maintenance tracker, and flood plan.
Protect your business and your family simultaneously. Succession plan, asset protection trust, NDA, contractor agreement, and beneficiary worksheet.
Store every document, account, and emergency detail your family needs — private, encrypted, and always accessible on your phone.
Emergency contacts, medical, insurance, accounts, legal, property, financial, digital assets, and final wishes.
See exactly how prepared your family is with a letter grade and section-by-section checklist.
Paste any document and get instant plain-English explanations — included in Premium.
All data stored locally on your device. Zero tracking, zero ads, zero data sharing.
Secure Binder — iOS & Android
Paste any legal document and get instant explanations, red flag alerts, and questions for your attorney — powered by AI.
No more confusing legal jargon. Clear explanations of what documents actually mean.
Identify unusual clauses and missing protections before you sign.
Get the most important questions to ask your attorney — maximize every billable minute.
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Your clients arrive pre-organized and familiar with the documents they need. Spend less time explaining basics and more time adding value.
Give clients a complete financial organization system. Family Vault handles documents while you focus on strategy and planning.
Equip families you serve with senior care planning guides, caregiver coordination plans, and Medicare trackers — at no cost to them.
Offer Family Vault as an employee benefit. Peace of mind at almost no cost per employee — a differentiated benefit that actually gets used.
Select individual templates or a bundle. The Complete Bundle gives you all 34 for one price.
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Most families wait until after a crisis to get organized. Don't be most families.
Instant download · Attorney-ready · Legal disclaimer included