Families - Epilog Vault
Everything they might need — organized before they need it.
Store important documents, wishes, notes, contacts, and instructions in one private place so loved ones are not left searching.
Right now, it's probably scattered.
Critical information tends to live in a lot of places at once — which is fine, until someone else needs to find it quickly.
A drawer of paperwork
Who to reach — advisors, clergy, close family.
An old email inbox
Notes and letters kept for the people who matter.
A folder on a laptop
Where important paperwork lives, organized calmly.
Eight calm categories, prepared ahead of time.
Epilog organizes what loved ones may need into clear, manageable sections — so nothing important depends on memory alone.
Identity & vital records
SSN, birth certificates, IDs, passports, and marriage records.
Estate & legal
Wills, trusts, powers of attorney, advance directives, and funeral wishes.
Financial accounts
Banking, investments, retirement, loans, HSA/FSA, and tax returns.
Insurance policies
Life, health, home, auto, disability, LTC, and Medicare details.
Property & assets
Deeds, vehicle titles, and safety deposit information.
Digital legacy
Logins, digital accounts, and crypto or other digital assets.
Family & legacy
Medical history, recipes, stories, and pet care instructions.
Trusted contacts & misc
Attorneys, CPAs, advisors, physicians, and other key contacts.
Add the item, context, and right people in one flow.
Epilog turns each vault item into something your family can actually use: a document type, file or note, plain-language context, access choices, and review reminders.
Add a document or note
Upload a file, attach an instructional video, or type the detail your family may need.
Choose its category
Place it under estate, financial, insurance, digital legacy, family, or another guided vault category.
Explain what matters
Add the why, where to find originals, who to call, and what someone should do next.
Choose access
Decide whether the item should be shared now, later, or with a trusted advisor.
Keep it ready
Use reminders and progress signals to review important items as life changes.
Epilog helps you know what to prepare next.
The vault is not just storage. It can guide you toward recommended documents, show category progress, and help you see which items still need a recipient, advisor, or later release decision.
Vault checklist
48% prepared
- Recommended
Start with one essential
Add a will, insurance policy, account note, ID record, or one instruction your family should not have to search for.
- Progress
See what is missing
Category progress helps you understand which parts of your vault are ready and which ones still need attention.
- Sharing
Decide who should know
When an item matters to someone else, choose whether it should be shared now, later, or with a trusted advisor.
Share with trusted professionals - only when you choose
If it's helpful, you can give a professional you already trust scoped, permission-based access to relevant parts of your vault. Nothing is shared by default, and access can be reviewed or removed at any time.
Estate attorney
Wills, trusts, powers of attorney, and advance directives.
Financial advisor
Investments, retirement, banking, and financial accounts.
CPA
Tax returns, records, and planning documents.
Insurance professional
Life, health, home, auto, disability, Medicare, and long-term care.
Care professional
Medical history, healthcare planning, and care instructions.
Funeral or clergy contact
Funeral wishes, key contacts, and service guidance.
A vault for the practical things and the personal ones.
Your family may need account details and insurance policies. They may also need your voice, your stories, your wishes, and the little details only you know.
Messages in your own words
Record written or video Epilogs for the people you love, so practical planning can sit beside personal connection.
The details help them act. Your words help them feel close.
Stories, recipes, and family history
Save the memories, family recipes, medical history, and answers that future generations may one day look for.
The details help them act. Your words help them feel close.
Funeral wishes and obituary guidance
Leave guidance for how you want to be remembered, who should be notified, and what matters most to you.
The details help them act. Your words help them feel close.
The vault is one part of your family Epilog.
Documents matter most when they are connected to the people, stories, and guidance around them. Explore the other ways Epilog helps families prepare and remember.
Interactive Family Tree
Connect people, relationships, photos, albums, and family memories in one living family graph.
Tell Your Story
Answer guided prompts through writing, audio, or video so your family can hear the stories only you can tell.
After-Loss Guidance
Give loved ones a calmer place to begin when they need to understand what you prepared.
Family Plans
Bring the people closest to you into one shared Epilog experience.
Start with one message. Build your Epilog over time.
You do not have to complete everything today. Start with a message, a memory, or one important wish — and build your Epilog at your own pace.
