Why categories?
Categories help you and your family find information quickly. Instead of one long list, entries are grouped by type: Financial, Legal, Medical, Digital Life, Personal, and Final Wishes. When someone opens your vault, they can go straight to the section they need.
Built-in categories
Financial
Bank accounts, investments, bills, insurance policies, and any money-related information. Include where statements are, who to contact, and what might need to be closed or transferred.
Legal
Will, power of attorney, deeds, contracts, and where originals are stored. Note the name of your attorney and how to reach them.
Medical
Health history, medications, doctor and specialist contacts, advance directives. Help your family know what to tell medical staff.
Digital Life
Email, important accounts, subscriptions, and how to access or close them. You don't have to put passwords here; you can describe where they are stored or how to reset them.
Personal
Family stories, important contacts, preferences, and anything that doesn't fit the other categories. A good place for "who to call first" or "what mattered most to me."
Final Wishes
Funeral or memorial preferences, legacy letters, and messages you want left for specific people. Kept private until the time comes.
Choosing the right category
Pick the category that best matches the main purpose of the entry. If something could fit two (e.g. a health care power of attorney is both Legal and Medical), choose one and add a note in the entry. You can always move or duplicate information later.
Tip: Start with the category that has the most urgent information (often Financial or Legal), then add entries in other categories over time. See Adding Your First Entry for step-by-step help.