Module 04 · Documents

The Vault

Encrypted document and credential vault with rule-based, time-bound release.

Module 04 · Documents

Inside The Vault

Designed for the moment you will need it most — not the moment it was bought.

  • Client-side encryptionVault contents are encrypted on your device. Athena Foundry cannot read them.
  • Rule-based releaseDocuments released to named stewards on configurable triggers.
  • Credential vaultBank, brokerage and account credentials with shared, audited access.
  • Time-bound sharesRead-only links that expire automatically.
  • Append-only auditEvery access logged, family-visible, exportable.
The Vault
Will (2024 revision)Current
Mercer Trust agreementCurrent
Auto insurance policyExpiring 18 days
Passport · Margaret W.Current
Schwab loginEncrypted
A real moment

One household's experience with The Vault.

D
Daniel C.Sole executor

Day one of an estate

Through The Vault's pre-arranged release rules, Daniel inherited every document at the moment his executor role activated — nothing to hunt for.

Before Legacy SageSix months of paperwork ahead
After Legacy SageSettlement opened on day two
The VaultHeartbeatNetwork

See Legacy Sage with your own family in mind.

A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.

Request a private demo →