Document Templates

Ready-made templates to help you structure your information. Download one, fill it in, and upload it to your vault.

DOCX

Family Important Documents Index

An index to record where your family's important documents live — wills, deeds, policies, certificates — so they are easy to find.

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DOCX

Master Account & Password Inventory

A structured inventory of your online accounts and access details, so the people you trust can reach what matters.

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DOCX

Final Instructions, Wishes & Legacy Letter

A guided letter to capture your final instructions, your wishes, and a personal message for the people you love.

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DOCX

Suggested Folder Structure for Your Vault

A recommended folder layout to organize the files you store in your vault clearly and consistently.

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DOCX

Recommended Information Review Schedule

A schedule for how often to review each type of information, with security recommendations to keep your vault accurate and up to date.

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Document Templates for Your Digital Legacy