Good morning, Margaret.
Your vault is 62% complete. You have one document waiting for your review.
Evans & Davis shared a new document
2025 Trust Amendment โ tap to review & acceptRecord a legacy video
What is the most important lesson life has taught you?
Upload a document
Add wills, trusts, or other records
Add photos
Upload family memories
Write a response
Answer a guided legacy prompt
A message for my grandchildren
Video ยท 4:32 ยท May 32024 Estate Plan Summary
From Evans & Davis ยท Accepted Apr 2My life values & what I hope you carry forward
Video ยท 7:14 ยท Apr 18Family reunion 1987
3 photos ยท Apr 10James Richardson
SpouseSarah Richardson
DaughterThomas Richardson
SonVideo vault
4 of 8 prompts recorded.
A message for my grandchildren
May 3, 2025My life values & what I hope you carry forward
Apr 18, 2025What values do you want your family to live by?
Mar 30, 2025The story of how we met
Mar 12, 2025What is the most important lesson life has taught you?
Suggested by Evans & DavisWhat do you wish you had known at 25?
Share a memory of your parents that you treasure.
What does faith or spirituality mean to you?
Documents
3 documents in your vault โ 1 awaiting review.
2025 Trust Amendment
Shared today ยท PDF ยท 890 KB ยท Awaiting acceptance2024 Estate Plan Summary
Accepted Apr 2 ยท PDF ยท 2.4 MBHealthcare Directive 2024
Accepted Mar 15 ยท PDF ยท 1.1 MBPersonal letter to family
Uploaded Feb 4 ยท PDF ยท 340 KBPhotos & memories
23 photos across 3 albums.
Family reunion 1987
3 photos ยท restored from originalsWedding day, June 1972
12 photosKids growing up โ 1980s
8 photosLegacy prompts
Answer in video or writing โ your words, preserved forever.
What values do you want your family to live by?
Video recorded ยท May 3Tell the story of how you met your spouse.
Video recorded ยท Apr 18What is the most important lesson life has taught you?
Suggested by Evans & Davis ยท Not yet recordedWhat do you wish you had known at 25?
Share a memory of your parents that you treasure.
What does faith or spirituality mean to you?
What is your blessing for the next generation?
What do you want people to remember about you?
Family access
Control who can see your vault and what role they have.
James Richardson
Spouse ยท will receive full vault access upon passingSarah Richardson
Daughter ยท can view but not editThomas Richardson
Son ยท can view but not editEvans & Davis
Can share documents to your vault ยท cannot view your contentGood morning, Bryan.
24 active client vaults ยท 3 items need your attention today.
3 clients inactive for 60+ days
Patricia Lawson ยท Carol Henderson ยท Robert Kim3 documents awaiting client acceptance
Sent more than 7 days ago โ no action yet8 annual reviews due in the next 30 days
Consider sharing updated documents ahead of timeMargaret Richardson
Last active todayWilliam Thornton
Last active 3 days agoPatricia Lawson
Inactive ยท 74 daysDavid & Anne Monroe
Last active yesterdayCarol Henderson
Inactive ยท 62 daysRobert & Sue Kim
Invited โ not yet activatedVault content is private to each client โ signals show activity only, never content.
All clients
24 active vaults โ sorted by most recent activity.
Margaret Richardson
Last active todayDavid & Anne Monroe
Last active yesterdayWilliam Thornton
Last active 3 days agoPatricia Lawson
Inactive ยท 74 daysCarol Henderson
Inactive ยท 62 daysRobert & Sue Kim
Invited โ not yet activatedVault content is private to each client โ signals show activity only, never content.
Analytics
Engagement trends across all client vaults.
