The security, privacy, and confidentiality of your personal information are our top priorities at Plan Well Vault. We employ advanced security measures, including end-to-end encryption, AES-256 encryption (used by the military and government), and secure password storage practices recommended by OWASP. Your data is encrypted at all stages—during transmission, storage, and backup.

Additionally, we strongly encourage the use of Two-Factor Authentication (2FA) to add an extra layer of protection. Our hosting environment is fortified with 24/7 physical and biometric protections, intrusion detection systems, and 24 security certifications. With these measures in place, you can trust that your information is safeguarded to the highest standards.

Plan Well Vault offers providing full access to the digital vault service for one lifetime expense of $495, with no ongoing fees.

Yes, Plan Well Vault allows you to designate trusted individuals, such as family members or your attorney, to access your vault. You have full control over who can view or manage specific documents, ensuring that your information is only accessible to those you trust, whenever they need it.

You can store a wide range of documents in your Plan Well Vault, including wills, living trusts, insurance policies, financial statements, healthcare directives, and more. Our platform supports various file types, ensuring you can securely store and organize all your critical documents in one place.

Updating or adding documents is simple and intuitive. You can easily upload new files or make changes to existing ones through our user-friendly interface. The platform also allows you to organize documents into folders, making it easy to manage and retrieve them whenever necessary

In the event of your passing, the individuals you have designated as trusted contacts will be able to access your Plan Well Vault according to the permissions you have set. This ensures that your loved ones can quickly and easily access the documents they need during a difficult time, reducing stress and confusion.

Plan Well Vault stands out by integrating estate planning tools, such as will and trust creation, directly into the platform. Additionally, our service is designed to offer a comprehensive solution that not only secures your documents but also aligns with your broader financial and household management goals. It has encrypted security and unlimited storage for a one-time fee, where other digital services have expensive monthly payments that add up over time.