Per Year

A flexible option for individuals and families who want secure, organized access to important life and estate documents with annual billing.

Includes:

• 24/7 online access to your vault
• Secure document storage and organization
• Access from any internet-connected device
• Controlled sharing with trusted contacts
• Enterprise-grade encryption and secure hosting

One-time payment

A long-term option for clients who prefer permanent access without recurring annual renewals. Ideal for legacy planning, family organization, and long-term document management.

Includes:

• Lifetime access to the Courteous Secure Digital Vault
• Secure storage for estate, financial, legal, and personal records
• Access and updates anytime
• Secure sharing with designated family members or fiduciaries
• Eligibility to apply up to two years of annual payments toward the lifetime upgrade