You've built something worth protecting.

Your entire financial life.
One vault.

Clarity today. Protection forever.

Every account, document, policy, and password — organized in one encrypted vault. Clarity for you today. A complete lifeline for your family within 48 hours.

Complete financial clarity
Zero-knowledge encrypted
48hr vault release
AI-guided setup
$58B
Unclaimed assets lost
in the US annually
1 in 3
Families can't locate
a will after death
48hr
Vault access after
verified trigger
$0
Cost to join the
waitlist today

Sources: NAUPA 2023  ·  AARP Research 2023  ·  Fidelity Investments 2023

What lives inside

Every section of your life.
One encrypted vault.

01
Finances & Accounts
02
Documents & Records
03
Insurance Policies
04
Crypto & Digital Assets
05
Digital Access
06
Medical & Health
07
Property & Assets
08
Final Wishes
The benefit isn't only after you're gone

Built for them.
Immediately useful for you.

The immediate benefit — for you

Clarity on your complete financial picture. Today.

  • Know your true net worth across every account and asset
  • Stop forgetting about old accounts, stale policies, or unused subscriptions
  • One place to find any document, any time you need it
  • Annual review keeps everything current — no more outdated beneficiaries
  • Total visibility into what you own, what you owe, and what you're protected by
The lasting benefit — for them

Your family has everything they need. Without the chaos.

  • Complete roadmap delivered at the right moment, automatically
  • No searching through filing cabinets, email threads, or safe deposit boxes
  • Every account, policy, and asset — exactly where your family can find it
  • Personal messages and final wishes delivered with dignity
  • Nothing slips through the cracks. Nothing goes unclaimed.
How it works

From scattered to sealed.
Four steps.

01

Build your vault

Complete the AI-guided intake to map every account, document, and asset you own. Takes 30–60 minutes. Most people discover accounts they forgot existed.

02

Upload your documents

Attach your will, trust, insurance policies, and any critical paperwork directly to your vault — encrypted and organized by section.

03

Designate your people

Name your primary and backup beneficiaries. They'll receive instructions for how to initiate a release request if the need ever arises.

04

Family is protected

Upon verified death, we release a secure, read-only link to your complete vault within 48 hours. Everything is there. Nothing is missing.

Built for people who have built something

If you have a lot to protect,
this is for you.

01

Young families

Mortgage, 401k, life insurance, car notes, joint accounts. More complexity than you realize. One complete picture means one less thing to worry about.

02

Crypto holders

Hardware wallets, seed phrases, exchange accounts — the most at-risk assets for disappearing after death. Secure storage that only releases to the right people.

03

Property owners

Deeds, mortgage statements, insurance riders, rental income. Real property is among the most difficult assets for families to locate and transfer.

04

Business owners

Operating agreements, buy-sell agreements, key person insurance, business accounts. Protecting your business protects the people who depend on it.

What members say

Peace of mind, finally.

★★★★★

"I've been putting this off for years. NestVault made it feel manageable — I had everything organized in one afternoon. My wife finally stopped worrying."

— Michael T., Founding Member
★★★★★

"After losing my father and spending six months tracking down his accounts, I swore I'd never put my kids through that. This is exactly what I needed."

— Sandra R., Family Plan
★★★★★

"The zero-knowledge encryption matters to me. I'm not handing my financial life to a company that can read my data. NestVault is the only one built this way."

— David K., Founding Member
Why NestVault exists

Built by a cop who almost didn't come home.

I'm a police officer — SWAT. Every time I go to work, I know there's a version of the night that doesn't end with me walking back through my front door. I've thought about that more times than I can count. And the thing that stayed with me wasn't fear. It was this question: if something happened to me tonight, would my family know where to look?

My wife would know I love her. She'd know I had a life insurance policy. She'd probably know the rough shape of our finances. But the specific account numbers? The crypto wallet I'd set up two years ago? The hard drive with the passwords? The policy documents sitting in a folder I never told her existed? She wouldn't know. And she'd spend months — maybe longer — trying to piece it together.

NestVault exists because that's not good enough. You've built something real. A family, a home, a financial life. The least you can do is make sure the people you love can find it. Not someday. Now. This is a tool for people who have their life together — and want to keep it that way, no matter what happens.

"The thing that stayed with me wasn't fear. It was the question: if something happened to me tonight, would my family know where to look?"

— Rob, Founder & Anaheim PD SWAT Officer

How we protect your data

Even we can't read it.

Zero-knowledge encryption

AES-256 encryption applied before your data ever leaves your device. We store encrypted ciphertext — your key never touches our servers.

Verified identity release

Every vault release requires a government-issued death certificate plus beneficiary photo ID — manually reviewed before any link is generated.

You own your data

We never sell, share, or analyze your information. Cancel at any time and your data is permanently deleted within 90 days. No exceptions.

Annual review system

We prompt you once a year to review and update your vault. Life changes — your protection should too. Stale vaults are the enemy.

Simple, transparent pricing

One-time setup. Annual protection.

Essential
$97 setup
+ $47 / year
That's $0.13 / day
  • All 8 vault sections
  • AI-guided intake
  • Up to 2 beneficiaries
  • Instant family notification
  • Annual review prompts
  • Document upload (up to 25 files)
Get started
Advisor
$2,400 / year
Unlimited client vaults
  • Everything in Family, per client
  • Advisor dashboard
  • Client onboarding flow
  • Co-branded vault portal
  • Revenue share for referrals
  • Dedicated account manager
  • Quarterly strategy reviews
Contact us
Common questions

Everything you need to know

Founding member access

The most organized financial life
you've ever had.

Join the waitlist. Founding members get the first 3 months free — and a rate that never increases.

No spam·No credit card·First 3 months free