WealthMost families do not have a document problem. They have a context problem. The files exist, but nobody knows which version is current, where it lives, or who can access it safely. A document vault solves the chaos so decisions can happen fast.
Last reviewed: January 21, 2026.
If you cannot find the latest file fast, the vault is not doing its job.
A vault is a system, not a folder. It keeps documents organized by purpose, tracks key dates, and makes it easy to share the right set of files with the right person at the right time.
Use the Vault to organize your documents and create a shareable packet for your next CPA or attorney meeting.
This guide is for planning and coordination only. It does not provide legal or financial advice. Confirm decisions with a qualified professional.