One place for the information your family will need.
Financial accounts, legal documents, medical contacts, and household details, organized and ready to share with the right people. No crisis required to start.
- Secure Storage
- Secure Access
- Secure Legacy
THE MOMENT IT CHANGES
The phone rings. Your parent needs help. You don't know where anything is.
Maybe it’s a health scare. Maybe it’s the conversation no one wanted to have. Suddenly you need the insurance card, the list of medications, the name of the attorney who drafted the will, the account your mom mentioned once and never wrote down.
“74% of executors spend more than 20 hours just locating essential documents.”
This is not a failure of love. It is a failure of preparation, and it is preventable.
SageVault is a secure digital vault your family builds together. Organized, accessible, and shared only with the people who need it.
WHO IT'S FOR
Four kinds of people who need SageVault
Whether you’re helping a parent get organized or navigating a loss right now, SageVault meets you where you are.
ADULT CHILDREN
Help your parents before something happens.
You don’t have to wait for a crisis to get organized. SageVault lets you work alongside your parents to gather documents, document key contacts, and create a shared record your whole family can rely on.
PLANNERS & FAMILIES
Get your own affairs in order.
You may have a will. You may have been meaning to get one. Either way, SageVault helps you take the next step: gathering what your family needs, in plain language, at your own pace.
CAREGIVERS
Keep medical and household information ready.
Medications, providers, insurance details, emergency contacts — organized and shareable with the people who need them, without digging through folders in a crisis.
EXECUTORS & TRUSTEES
You’ve been handed responsibility. Here’s your starting point.
SageVault gives you one organized place to access documents, track key contacts, and understand what needs to happen next — without starting from zero.
PROFESSIONALS
The virtual table for you, your client, and their other advisors.
Attorney, CPA, wealth manager, insurance agent. Everyone works from what the client shares, in one place, instead of relaying it through the client.
See it in Action
This walkthrough shows the vault experience and the professional dashboard. See how information is organized and how professionals get a clearer picture before every meeting.
KEY FEATURES
Everything in one organized place
SageVault brings together the information families actually need, and makes sure the right people can find it.
Secure Digital Vault
Store documents, account details, and important notes in one protected place. No more overstuffed folders, scattered files, or information locked inside one person’s head.
Shared access with full control
Invite your executor, your financial and legal professionals, and trusted family members. You decide exactly what each person can see — and nothing is shared without your permission.
Trusted contacts directory
Store attorneys, financial advisors, doctors, and family members with their roles and context. When something happens, no one is left wondering who to call.
Guided planning workflows
Not sure what to gather? SageVault walks you through it — in plain English, one step at a time. No legal jargon. No overwhelm. Just a clear next step.
The virtual table where everyone already belongs
In a perfect world, your client’s planner or executor, wealth manager, CPA, insurance agent, and estate attorney would all be sitting at the same table, working from the same information. SageVault is that table.
Clients choose what to share and with whom, so you see the pieces relevant to your work alongside the other professionals they’ve invited. No one is reconstructing the full picture from a client relaying secondhand what someone else said.
- See what your client has organized before the meeting, not during it
- Collaborate directly with the other professionals your client works with, in the same place
- Assign a task to your client or to another professional on their team
- Answer a routine question yourself instead of routing it through your client first
Your client stops being the messenger between five people who should just be talking to each other.
SageVault does not draft documents or give legal or financial advice. It makes the professionals a client already works with easier to coordinate.
Learning center built in
What’s an executor? What does probate actually mean? What happens to digital accounts? SageVault’s learning center answers the questions families don’t know to ask — so your loved ones arrive informed, not confused.
This means fewer calls to your attorney. Less time re-explaining the basics. More focused conversations with the professionals who actually need your time.
HOW IT WORKS
From scattered to organized in four steps
Create Your Vault
Sign up free. Start adding documents, accounts, and contacts — SageVault guides you through what to gather.
Get Organized
Financial, legal, medical, household, digital. Everything in its place, with space for notes and context your family will need.
Identify What’s Missing
SageVault guides you through the process and helps you identify risks or missing pieces to the plan.
Give Clarity
All of the important documents, all in one place. When something happens, your loved ones know exactly where to start.
WHY SAGEVAULT
Most tools solve one piece. And most have something to sell you.
SageVault is the only independent life organization platform built without a product to upsell. No life insurance. No estate documents to draft. No financial planning fees. Just your family’s information, organized and protected.
ESTATE TOOLS
Other online tools
ADVISORS & ATTORNEYS
Estate Attorneys / Financial Advisors
INDEPENDENT PLATFORM
SageVault
AVAILABLE EVERYWHERE
Works on every device, whenever your family needs it
- iOS and Android apps — access your vault from anywhere, including during a medical emergency or estate situation.
- Full desktop experience — for setting up, organizing, and uploading documents when you have time to focus.
- Shared access for the people you invite — family members, advisors, and executors all see exactly what you choose to share.
- Available when it matters most — 2am, at the hospital, across the country from your siblings.
570
74%
16 Months
Planning is an act of love. SageVault helps you make it count.
Start your vault today. It’s free.
You don’t need to have everything figured out. You just need a place to begin. SageVault guides you from wherever you are.
Free to start. No credit card required. No insurance products, no upsells.