heo_bg_02.png

How it works

2ndVault uses technology to organize and simplify your life; bringing peace of mind knowing that you’re prepared and ready for whatever life throws at you.

female-hand-typing-keyboard-laptop.jpg
What can you store in 2ndVault?
user.png

Personal Information

financial.png

Financial Information

professional.png

Professional Service Providers

realestate.png

Real Estate & Other Assets

shield.png

Insurance Information

time.png

End of Life Planning

documents.png

Physical Locations of Documents

user_settings.png

Account Settings

Click Here To Start Free Trial

30 day free trial

No credit card required upon enrollment.

stock_01.png
The Retrieval Process

1

Retrieval Application

You fill out a quick form with some information to help you identify yourself on our system.

2

Instant Basic Access

Multi-factor authentication will send a One-Time Password to your phone, and you’re given “Basic Access,” which will have all the “nuts and bolts” that you provide but not sensitive information like

account #’s, Social Security #’s, etc.

  • Physical Locations of Documents section: Access to only the Unplanned absence information from this section that has been uploaded by the user is provided to the confidant which may include documents from a DNR form to a durable power of attorney.

Basic access is defined by 2nd Vault as providing the following information immediately after a retrieval request is made by the user-designated confidant:

  • Personal Information: Only medical providers, dental providers, and medication list details from this section of the memoir is provided.

  • End of the life planning: Access to all information from this section completed by the user is provided to the confidant which may include information from potential pre-paid funeral expenses to your obituary.

List of information shared under basic access.

3

Full Access Process

You’re able to provide access to “confidants” or “professionals” of your choosing. They will be granted access within 14-days of submitting the required documentation.

  • Drivers License

  • Birth Certificate

  • Social Security Card

  • Passport

Below is the list of valid documents for retrieval. These documents will be verified by the 2nd Vault team before granting full access to the confidant:

Required Documentation

4

You are done

At this point, you should have all the data you need, and it will remain available for 30-days, at which point it will be deleted and permananently purged from servers.

Click Here To Start Free Trial

30 day free trial

No credit card required upon enrollment.