Follow this once, end to end, and you will have documents in your own cloud, people who can reach them, instructions they can act on, and a paper card that leads them there. About thirty minutes.
Sign in with Google, or with an email address and password. On the sign-in screen choose Individual — the Advisor option is a separate portal for professionals.
Open Storage backends on the dashboard and link Google Drive, Zoho WorkDrive or Dropbox. Every file you upload is written into a SecureDocs Vault folder inside that account.
Nothing is copied to our servers. If you ever delete your account, the files stay exactly where they are in your drive.
Drag in single files or whole folders. Give each document a category, optional tags and — where relevant — an expiry date.
Nominees are the people who may reach your vault when you no longer can. Add as many as you need and scope each one precisely.
The life check is what keeps access closed while you are fine, and opens it when you are not. Confirm you're around whenever we ask, and nothing changes.
Store the credentials to your password manager, encrypted with AES-256. They unlock for your executor at the same moment your documents do — and never before.
The brief covers what documents can't: who to call first, which accounts and debts exist, subscriptions to cancel, locker numbers, and your wishes.
The card is the physical link to the digital vault. A wallet-sized card and a fridge sheet, each carrying a QR code to the nominee recovery page.
Most vaults fail here — not because they are insecure, but because nobody knew they existed.
A vault is only as useful as its last update. Four habits keep it trustworthy.
Renew the document, then update the expiry date so the next reminder is accurate.
“What's expiring?”, “What am I missing?”, “Which card is dormant?” — it reads your own vault.
One click confirms every linked cloud account still answers.
Nominee roles, advisor consents and family members change more often than documents do.
Nothing. Files are written into your own Google Drive, Zoho WorkDrive or Dropbox account under a SecureDocs Vault folder. We store metadata — names, categories, expiry dates, who may see what — not the files themselves.
We hold a storage grant you gave, used only to write your uploads and to stream a file when you, a nominee or a consented advisor opens it. The Bitwarden handover is encrypted so it cannot be read at all until a verified executor unlocks it.
No. Access is time-gated behind your digital life check or an emergency window, both of which alert you and can be cancelled by simply signing in.
Yes. Link the new account, make it default, then use Migrate all documents to move existing files across providers. You can choose whether to archive or delete the source copies.
No files are lost — they are still in your drive. The cloud provider withdrew or expired our permission to reach them. Click Reconnect on that account and access is restored instantly.
Expiry is optional per document. When set, automated email reminders go out well before the date so a policy or passport never lapses unnoticed.
Yes. Bulk backup downloads the entire vault as a single ZIP to your computer or hard drive, any time, with no restrictions.
Step one takes two minutes, and your files never leave your own cloud.