EstateInfoVault

People & Key Contacts

Vault Completeness

Estate Officers

Family

Legal & Advisors

Friends

Business Partners

Medical

Property

💰 Total Accounts (all categories)

Banking + Investments + Insurance + Other

Financial Accounts & Insurance

Banking

Investments

Insurance

🛡 Govt Benefits

Coverage Gaps

Other

💰 Total Accounts

LLC Entities & Properties

Estate Entities

17 LLCs pre-loaded

Entity	Type	Asset	Co-Owners	Document	Status

⚠️ Event Tracker — Used by your executor or family after your passing. Fill in event details to make all 8 notification emails ready to send.

Event Details

Send Notifications

Death Certificates

Step 1 — Enter Key Details

Fill out the details here and EIV will auto-populate the data in various letters, emails and documents you will need

Date of Death

Age at Death

Service Type

Service Date

Service Location

Donation Charity

Primary Family Contact

Executor Name

Estate Gmail

Step 2 — Send Notifications

Review the template messages after completing step 1 above and edit the content and formatting you want to send to various people and entities

Template	Status	Action

✉ Browse & Edit Templates ▼ expand

Step 3 — Death Certificate Tracker

Keep track of who you have officially notified with the death certificate and when copies were sent

Recipient	Tpl	Priority	Copy #	Done

Account & Settings

👤 Account Holder

Your identity as the primary account holder — used for billing, support, and account communications.

Full Name

Your Email

Your Role

Your Phone

🏠 Vault Configuration

Estate identity — how your vault is named and how the estate communicates.

Estate Name

Estate Email

Recovery Email

📊 Your Plan

30-Day Free Trial

Credit card required · billed after trial unless cancelled

Active

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Data Management