Your wishes, handled with care.
When you can't check in, the Legacy Vault automatically passes specific items to specific people — with personal messages from you. You stay in control while you're here. They get clear instructions when you're not.
Items Vault is free forever. Legacy Vault unlocks at the Basic Plus plan.
Did someone add you as a nominee or co-owner? Nothing happens to you right now — they've just listed you in their plan. You'll only hear from MyDocuva if their vault is later disclosed. See the 3 roles below to learn what your role means.
My Family Estate
8 items · 3 nominees · 83% allocated
Sarah Chen
SpouseProperty Deed, Life Insurance, Investments
James Chen
SonFamily Photos, Savings Bond
Red Cross
CharityCharitable Trust Document
Active — next check-in due in 58 days
Each nominee sees only their allocated items. Full privacy, full control.
How most people plan — and why it fails
Estate planning is rarely complete. Even people who have wills leave digital chaos behind.
Paper will
In a safe at home
iCloud password share
“My spouse has it”
“I told them”
Memory + verbal
MyDocuva
Auto-disclosure with messages
When you're gone, your family searches.
Bank accounts. Insurance policies. Photos of the kids. The watch your father gave you. The deed in the safety deposit box. Without instructions, families spend months reconstructing a life — often missing things entirely. The Legacy Vault is the digital handoff: you set up once, and your family receives clear, personalized instructions when they need them.
REAL EXAMPLE
A father set up his Legacy Vault with personal messages for each child — "Sarah, the watch was your grandfather's; he wore it the day you were born." Three years later, after his sudden passing, his children received those exact words alongside the items. The Legacy Vault didn't replace his will — it gave the will a heart.
What is the Legacy Vault?
A container that holds 4 things and lets you choose who receives what.
From your Items Vault — jewelry, accounts, photos, deeds.
People (or organizations) who'll receive items.
Item × nominee links. Each can carry a personal message.
Auto or manual. Nominees get portal links to their items.
Items live in your Items Vault. Allocations are the link between an item and a nominee.
What goes in a Legacy Vault?
Anything your family would need to find — crypto access, the safety deposit box, your authorizations, your messages. The vault is the index. The actual assets stay where they live.
Crypto wallets
Where your hardware wallet lives, exchange access, recovery phrase location
Safety boxes
Bank, box number, who holds the key, what’s inside
Authorizations
Power of attorney, healthcare proxy, organ donor card
Insurance policies
Life, mortgage, annuities, beneficiary contacts
Property records
Deeds, vehicle titles, lease agreements, mortgage docs
Personal messages
Letters, photos, last words — your voice when they need it
Crypto wallets
Where your hardware wallet lives, exchange access, recovery phrase location
Safety boxes
Bank, box number, who holds the key, what’s inside
Authorizations
Power of attorney, healthcare proxy, organ donor card
Insurance policies
Life, mortgage, annuities, beneficiary contacts
Property records
Deeds, vehicle titles, lease agreements, mortgage docs
Personal messages
Letters, photos, last words — your voice when they need it
Treasure map, not the safe. For high-stakes credentials like crypto seed phrases, store the location (“hardware wallet in safety deposit box #487 at Chase, key with brother John”) — not the secret itself. MyDocuva is encrypted, but the strongest security model still keeps the actual keys offline.
The lifecycle at a glance
Once armed, here's what happens. Any check-in resets the timer to Day 0.
Day 0
Armed
You arm the trigger after adding nominees + allocations.
Day 90
Reminder phase
No check-in. Escalating emails to you + co-owners over 7 days.
Day 97
Grace period
FINAL WARNING. 72 hours to check in.
Day 100
Disclosed
Nominees notified. 90-day portal links to their items.
Any check-in resets the timer to Day 0. Owner OR co-owner can perform — even mid-grace-period. There's always a way out until disclosure actually fires.
3 roles — owner, co-owner, nominee
Co-owners are trusted editors — they can manage your nominees and allocations while you're away. Pick them as carefully as you'd pick an executor.
Owner
You. Full control.
- ✓Everything below + rename/trash/delete vault
- ✓Invite or remove co-owners
- ✓Manually disclose (skip the wait)
Co-Owner
Trusted editor. Up to 5 per vault.
- ✓Edit items, nominees, allocations, trigger
- ✓View private notes
- ✓Perform check-ins on your behalf
- ✓Pause / resume the vault
- ✗ CANNOT rename, trash, or delete
- ✗ CANNOT manually disclose or manage other co-owners
Nominee
Sees vault only AFTER disclosure.
- ✓Receive email + portal link
- ✓View own allocated items
- ✓Acknowledge receipt
- ✗ CANNOT see other allocations
How it works
Three steps to set up your digital inheritance.
Add nominees
People or organizations who’ll receive items. Add personal messages — they’ll read these on the disclosure portal.
Allocate items
Connect each item from your Items Vault to a nominee. Add notes — public to them, or private to you.
Set the trigger
Pick an inactivity period (default 90 days). If you don’t check in, the vault auto-discloses to nominees.
One item, every vault
Document your Rolex once — Travel customs, Insurance claim, Legacy allocation. No copies, always in sync.
Items Vault
Photos, receipts, serial numbers, ownership proof
Legacy Vault
Adds nominees, allocations, trigger, disclosure
Is my data safe?
Your wishes, your messages, your items — encrypted on your device before they ever leave it. Even MyDocuva can't read them.
- 📦 Items + photos
- 📝 Allocations + personal messages
- 🔑 Your passphrase
Plain readable
We can't read this
Dual-key encryption
Your key + platform key. Both required.
Zero-knowledge
Servers never see plain content.
Passphrase layer
Vault is protected on top of your login.
No backdoor
No “MyDocuva can override” flow.
Same items, every vault
Document once. Use everywhere. Update once and every vault sees the change.
Set up your digital legacy. Once.
Legacy Vault unlocks at the Basic Plus plan. See plans.
Try MyDocuva FreeWant the details?
Tap any section to expand.
Setting up your vault — items, nominees, allocations
Three steps: link items from your Items Vault → add nominees (people or organizations) → connect them with allocations.
- 📦 Items — linked, not copied. Update once, sync everywhere.
- 👥 Nominees — individuals (firstName + lastName) or organizations (orgName). Email required.
- 🔗 Allocations — link an item to a nominee. Add an optional nomineeMessage (public, shown on portal) or privateNotes (yours only).
Allocations are NOT a legal will. They're your wishes documented for your family — pair with a real lawyer-drafted will for the legal layer.
Trigger & check-ins — how the auto-disclosure works
The trigger fires based on YOUR inactivity. Default: 90 days inactive → 7 days of escalating reminders → 72-hour grace period → disclosure (~Day 100 total). Any check-in resets to Day 0.
- ✅ Manual check-in — 1 click. Owner OR co-owner can perform.
- 📧 Reminder emails start ~7 days before due, then escalate every couple of days through overdue and reminder phase.
- ⏸️ Pause anytime (hospital stay, sabbatical) — reminders halt.
- 🔄 Manual disclosure — owner-only, skip the wait.
- 🛡️ Arming requires at least 1 nominee + 1 allocation.
Disclosure is irreversible. Once nominees have access, you can revoke their tokens but they may have already saved or downloaded.
The 3 roles in detail — full permission matrix
Three distinct roles. Different powers, different responsibilities.
| Action | Owner | Co-Owner | Nominee |
|---|---|---|---|
| View vault structure | ✓ | ✓ | ✗ |
| Add/remove items | ✓ | ✓ | ✗ |
| Add/remove nominees | ✓ | ✓ | ✗ |
| Edit allocations | ✓ | ✓ | ✗ |
| Set/edit trigger config | ✓ | ✓ | ✗ |
| Perform check-in (reset timer) | ✓ | ✓ | ✗ |
| Pause/resume vault | ✓ | ✓ | ✗ |
| View private notes | ✓ | ✓ | ✗ |
| Rename / trash / delete vault | ✓ | ✗ | ✗ |
| Invite or remove other co-owners | ✓ | ✗ | ✗ |
| Manual disclosure (skip the wait) | ✓ | ✗ | ✗ |
| Sent a disclosure portal email + magic-link | ✗ | ✗ | ✓ (after disclosure) |
| View own allocated items | ✓ | ✓ | ✓ (read-only) |
Co-owners — trusted editors of your vault
Pick co-owners carefully. A co-owner can edit your nominees, allocations, items, and trigger config. They can also pause the vault and check in for you. The only things owner-only are: rename/trash/delete the vault, invite/remove other co-owners, and manual disclosure.
Best uses: spouse, adult child, or estate executor who you want involved in keeping your plan accurate over the years. Maximum 5 co-owners per vault. They need a MyDocuva account (logging in with the invited email auto-accepts). The owner gets a notification on every co-owner edit.
Co-owner ≠ Nominee. A co-owner manages the vault while you're alive. A nominee receives items after disclosure. To do both, add the same person in BOTH roles.
What nominees see — the disclosure portal
When the vault discloses, each nominee receives an email with a link to /legacy/portal/[token]. They're prompted to sign in to MyDocuva with the email you used to add them — or create a free account with that same email. The login + email match are the auth; a forwarded magic-link to the wrong person reveals nothing.
Email arrives
Disclosure email with portal link.
Sign in
Login or register with the email you used.
See allocations
Items, photos, your message.
Acknowledge
“I received this.” Owner sees timestamp.
What they SEE per item: the title + description, photos and media, your allocation note (shown in quotes alongside the item), share percentage, and your personal greeting set on their nominee record.
What they DON'T see: other nominees, your private notes, items not allocated to them, or the vault's trigger configuration.
Portal tokens expire after 90 days. If a nominee doesn't open in time, you can update their email or click Resend on their nominee detail page — fresh email, same magic link.
After disclosure — what's reversible, what's not
Once disclosed, your vault status flips to disclosed. The trigger stops. Nominees have read access for 90 days.
- ✅ You CAN: see who's opened their portal (engagement panel on each nominee's detail page), resend the disclosure email if a nominee never received it, update the nominee's email and resend, update items in the source Items Vault
- ❌ You CAN'T: un-disclose, reset to armed, revoke an individual portal token, hide already-viewed allocations
Talk to your nominees BEFORE setting up the vault. Surprise disclosures cause friction. Tell them: "If you ever get a MyDocuva email about my Legacy Vault, here's what it means — open it within 90 days."
Privacy, security & encryption
- 📦 Items + photos
- 📝 Allocations + personal messages
- 🔑 Your passphrase
Plain readable
We can't read this
Your nominees never get your encryption keys — they get time-limited presigned URLs to specific files. Your data stays sealed until either you disclose manually OR the inactivity timer + grace period elapses.
Pro tips & common mistakes
- 💬 Talk to your nominees first. Surprise disclosures cause panic.
- ⚖️ Pair with a real will. Legacy Vault helps your family find things and read messages — not transfer property.
- 🚀 Start small. 5 items + 1-2 nominees + sane trigger. Add over time.
- 🔁 Annual review. Marriage, divorce, new child — update nominees and allocations.
- 📅 Match your real cadence. Don't set 30 days if you're a 6-month-traveler.
Frequently asked questions
Do I need a paid plan?
Yes. Legacy Vault unlocks at the Basic Plus plan. Free and Basic tiers can’t use it.
Does this replace a will?
No, absolutely not. It’s a digital handoff tool — helps your family find things and read your messages. A real lawyer-drafted will handles legal property transfer.
Can I change my mind after disclosure?
No. Disclosure is irreversible. Nominees have read access. You can revoke tokens, but they may have already downloaded.
Can someone hack the trigger?
No. The trigger fires only on YOUR inactivity. Manual disclosure (skipping the wait) is owner-only. Nominees never see the vault. Even MyDocuva can’t override the inactivity check. A trusted co-owner CAN edit/pause the trigger — that’s why you choose co-owners deliberately.
How do nominees access the portal?
They click the link in their disclosure email and sign in to MyDocuva with the same email address you used. Free account if they don’t have one — takes 30 seconds. Login + email match together gate access. Forwarded link to the wrong person sees nothing.
Can I add a charity as a nominee?
Yes — choose the "Organization" type when adding. Their portal experience is the same.
What if a nominee dies before me?
No auto-redistribute today. Annual review is good practice — update allocations as life changes.
What if my email changes?
Update your account email in Settings. Reminders go to your account email — keep it current.
Set up once. Your family receives clear instructions when they need them.
Free Items Vault. Legacy Vault unlocks at Basic Plus.