Your will is in a drawer. Your insurance policy is in email. Your account statements are in three different cloud folders. When something happens, your family shouldn't have to spend days hunting for documents.
The Document Vault comes pre-organized into six categories — so you start with structure, not a blank folder.
Choose exactly which family members can see which documents. Give your attorney access to legal docs only. Your adult children can see accounts but not financial statements.
Every document is encrypted at rest and in transit. Your files are stored securely — not accessible to anyone without explicit permission.
See every time a document is viewed or downloaded. Full visibility into who accessed what and when.
Documents automatically organized into six categories so your family isn't hunting through a flat folder of 200 files in a crisis.
A shared Drive folder works until it doesn't. No per-document access controls means everyone sees everything — or you build a complex folder structure that breaks down. No audit log means you don't know who accessed what. No encryption at rest means your most sensitive documents are exposed if your cloud account is compromised.
A dedicated estate document vault solves these problems by design. And when your family needs it most, they'll be grateful for the difference.
Most families with significant assets have never organized their estate in one place. Answer 7 quick questions and find out exactly where you stand — and what's putting your legacy at risk.
Do you have an up-to-date will?
Most people don't.
Can your family find your documents in an emergency?
Often the answer is no.
Do your advisors know each other?
Siloed advisors cost estates millions.
Stories
Estate planning isn't just about wealth — it's about clarity, protection, and the peace of knowing your family is cared for.
“We'd been putting this off for years. Golden Wealth made it approachable — we organized our entire estate in a weekend. Now our kids know exactly what's protected and why.”
Katherine & David Merritt
Two children · Portland, OR
“My attorney and accountant can finally see exactly what they need without me playing messenger. It's changed how we manage our family's financial picture entirely.”
Robert Ashford
Retired executive · Scottsdale, AZ
“After losing my father with no plan in place, I swore I'd protect my own family differently. Golden Wealth gave me the structure and confidence to finally do it right.”
Sarah Chen-Williams
Three generations · San Francisco, CA
Pricing
Whether you're protecting your own family's legacy or managing estates professionally, there's a plan built for you.
Free
Get organized and explore the platform at no cost.
Monthly
For families actively building and protecting their legacy.
Lifetime
Pay once. Yours forever. Pass it on to the next generation.
All plans include a 14-day free trial on paid tiers. No credit card required to start free.