Structure your estate plan

How would you like your estate shared?

You can set gifts, equal shares, or custom shares. Start with the closest match and refine as needed.

Why this matters: clear distribution wishes reduce uncertainty for loved ones.

Who would care for your children?

If relevant, add primary and backup guardians. If not, you can skip this for now.

Why this matters: naming guardians helps protect children if the unexpected happens.

Who do you trust to carry out your wishes?

Executors are the people who help put your plan into action. You can add one now and return to add more.

Naming an executor in Vault360 helps make things much easier for the people handling your estate. When your death is confirmed, your nominated law firm can grant your executors secure access to your vault, giving them immediate visibility of the information they need and saving weeks of work at a very difficult time.

Why this matters: it makes administration clearer and faster for your family.

Add any practical wishes for your family

Record preferences so loved ones are not left guessing. Keep it simple if you prefer.

Why this matters: practical guidance can reduce stress during a difficult time.

Professional support (optional)

You can nominate a law firm now, or skip and return later.

Why this matters: professional support can help your executors follow your wishes smoothly.