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.
What can you store in 2ndVault?
Personal Information
Financial Information
Professional Service Providers
Real Estate & Other Assets
Insurance Information
End of Life Planning
Physical Locations of Documents
Account Settings
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.
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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:
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Personal Information: Only medical providers, dental providers, and medication list details from this section of the memoir is provided.
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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.
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Drivers License
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Birth Certificate
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Social Security Card
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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.