The Courteous Secure Digital Vault helps individuals and families organize, protect, and access important life documents from anywhere. From estate planning records and real estate paperwork to insurance information, identification documents, and personal instructions, the vault provides a secure space designed to keep everything connected and easy to locate when it matters most.
Secure Digital Vault
The Courteous Secure Digital Vault is designed to answer a simple but important question: if something happened tomorrow, could your loved ones quickly find what they need? Instead of leaving important papers scattered across file cabinets, desk drawers, or email attachments, the vault provides one encrypted online space where critical documents and instructions can be securely stored, organized, and accessed when needed most.
Powered by My Life & Wishes, the vault uses strong encryption and trusted cloud infrastructure to help protect sensitive information. Clients can upload estate planning documents, real estate records, insurance policies, identification documents, financial account information, medical details, and household instructions, then organize everything into clear categories for easier access and management.
Authorized family members, fiduciaries, or trusted advisors receive only the level of access approved by the account owner, helping reduce confusion and unnecessary stress during emergencies, hospitalizations, or after the loss of a loved one.
Many families pair the vault with trust and estate signings or real estate closing appointments, turning important paperwork into an organized record that can be accessed and managed long after the signing is complete. For clients who need additional support, guided setup services are available to help structure, upload, and organize documents step by step.
After your account is set up, ongoing support is provided through My Life & Wishes, including access to their dedicated customer service line for continued account assistance and platform support.
Key Benefits
- Secure storage for important personal, legal, and financial records
- 24/7 online access from any internet-connected device
- Organized life records in one centralized location
- Controlled sharing with trusted individuals and family members
- Greater peace of mind for individuals and families planning ahead
Instead of hoping important papers can be found later, families can know where everything is stored — and that the right people can access it when it matters most. Flexible payment options available at checkout.
Getting Started
Choose Your Plan
Select the Annual Plan or Lifetime Plan based on your long-term planning preferences.
Create Your Secure Vault
Set up your account and gain access to your private digital vault from any internet-connected device.
Upload Important Documents
Add estate planning records, insurance policies, identification documents, financial information, property records, and other important files.
Assign Trusted Access
Choose which family members, fiduciaries, or trusted individuals can access specific information when needed.
Keep Everything Updated
Log in anytime to update records after major life events such as a move, property purchase, marriage, retirement, or estate plan changes.
Secure Digital Vault Pricing
Annual Plan
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
Lifetime Plan
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
Have A Question?
Reach out to us today, and we’ll get back to you as soon as possible to help with your notary or secure document needs.