Put your Will, insurance, accounts, property and important contacts in one private, encrypted vault. Then get a personal report showing the gaps in your family's protection, what they could cost, and how to fix them.
Simple questions, tap-to-answer buttons, a to-do list for anything you skip, and a clear personal report at the end.
Most can be fixed in an afternoon. Too many families find out during a crisis.
Not you. In many provinces a common-law partner gets nothing automatically, and a court decides who raises your children.
After a stroke or accident, even your spouse may need a court order to manage accounts in your name.
Accounts and policies can be frozen for months, exposed to creditors, and hit with probate fees.
Work coverage is often a fraction of what a family needs, and it ends when the job does.
Save as you go, skip anything, and come back anytime.
Your vault is encrypted with it, right on your device. No account needed to start.
Eight short sections with tap-to-answer buttons. Your to-do list keeps track of anything you skip.
Every gap in your plan, what it could cost your family, and exactly how to fix it.
Download one PDF for your spouse or executor. Upload it later to update everything.
Your answers become a clear, personal action plan, written in plain language and based on your province's rules.
We built the vault so that no one, including us and your advisor, can see what you enter.
Bank-grade AES-256 encryption, with a password only you know.
Never uploaded to a server. Keep a PDF or backup file and restore it on any device.
We never ask for your SIN, passwords, PINs or full account numbers, only where things are kept.
The Family Financial Vault opens better conversations about Wills, Powers of Attorney, beneficiaries and protection gaps, without you having to collect or store sensitive client data.
It takes about 20 minutes. They'll be grateful for a lifetime.
Start my free vault →