Storage isn't the problem. Nobody knowing is the problem.
You can keep perfect records and still leave money unclaimed, because a document only helps if someone knows to look for it. Trusted contacts close that gap.
The quiet failure of private records
Every secure folder, drive, and safe shares the same weakness: it assumes someone will think to open it.
- Password managers and cloud drives die with the password.
- A spouse knows about one policy but not the two purchased before the marriage.
- Adult children have no idea a parent bought coverage at all.
- The executor named in the will has never seen a single policy document.
- Unclaimed life insurance benefits sit with states and carriers for decades because nobody filed.
How trusted contacts work
You decide who knows, what they see, and when. Nothing is automatic and nothing is public.
Invite by name and role
Add a spouse, adult child, executor, sibling, or advisor. They receive a clear invitation explaining what they've been given access to and why.
Two levels of access
Beneficiary access shows the policies that concern them. Viewer access lets a helper see what exists without changing anything. You choose per person.
Revoke in one click
Relationships change. You can remove any contact's access instantly, anytime, without deleting anything from your own vault.
Free for the people you invite
Trusted contacts never pay, never get upsold, and never see a paywall between them and your family's information.
What your family gets
On the hardest day of their lives, the people you named already know the coverage exists and where to begin. No searching, no guessing, no benefit left behind.
Common questions
Keep exploring
Family emergency planning fails when the plan lives in one person's head.
Grieving families are handed a phone number and left to figure out insurance claims alone.
Outdated beneficiary designations are the single most common reason a benefit goes to the wrong person.