Organize
Centralize wills, trusts, POAs, and supporting documents in one secure vault.
Estate Execution Platform
Your estate, organized for the people who carry it out.
EstateVaultUSA helps families, executors, and estate planning attorneys organize, track, and carry out finalized estate plans — from wills and trusts to beneficiaries and assets — in one secure vault.
Guided onboarding
Five guided phases — from personal details and residence through your asset registry to obituary & personal wishes.
Document review
AI-assisted summaries to help families and advisors understand key provisions. (Coming soon.)
Executor-ready records
Organized information for the people who carry out your plan when it matters most.
Secure vault
Private architecture built for sensitive estate records — designed with families in mind.
About
Built for estate execution, not just estate planning
EstateVaultUSA bridges the gap between signing an estate plan and carrying it out — when executors and families need clarity, not more paperwork.
From signed documents to executable records
Estate planning attorneys help families create wills, trusts, and powers of attorney. Once signed, those documents often sit in a safe with little ongoing structure. Executors are left searching for assets, beneficiaries, and instructions at the most difficult moment of their lives.
EstateVaultUSA was built on a direct observation: the hardest part of estate planning is not creating the plan — it is ensuring it can be executed. We provide a digital vault that keeps every record organized, accessible, and ready when families need it.
Our focus: Most estate software addresses plan creation. We address execution, allocation, and readiness for executors and the professionals who support them.
Process and allocate finalized estate plans
Our mission is to give every family the tools to execute their estate with confidence, precision, and dignity. Detailed information ensures legal precision and avoids ambiguity.
Every feature in EstateVaultUSA is designed to reduce confusion for executors, trustees, and beneficiaries when the time comes to act on a loved one's wishes.
An estate plan is only as good as its execution. We make execution possible.
- Clarity over complexity
- Executor-ready organization
- Legal precision in every detail
- Respect for family privacy
The cost of disorganization
Nearly 60% of Americans lack an up-to-date will. Among those who do, many have no system to keep their plan current and executable. Assets change, beneficiaries shift, and documents get lost — leaving families in legal limbo.
Without organized records, executors spend months — sometimes years — locating accounts, property titles, and beneficiary designations. EstateVaultUSA centralizes everything so the people you trust can honor your wishes, not hunt for paperwork.
- Delayed probate and asset distribution
- Family disputes over unclear instructions
- Lost or overlooked assets
- Unnecessary legal fees and operational stress
A structured, guided methodology
EstateVaultUSA follows a four-step methodology that mirrors how estate attorneys approach plan execution — delivered through a guided digital experience.
Rather than generic forms, we walk families through personal identification, key nominations, beneficiary design, and a comprehensive asset registry. Each phase builds on the last, producing a complete estate record ready for your executor.
Security: Your estate documents contain sensitive personal and financial information. EstateVaultUSA is built with privacy and access control at every layer.
Mission
Executors need clarity before uncertainty becomes crisis
Estate execution software that helps families process and allocate finalized estate plans. We give executors, trustees, and beneficiaries the structure they need, not another folder of documents.
Track
Monitor estate readiness — executors confirmed, allocations complete, documents verified.
Execute
Deliver executor-ready asset registries and beneficiary records when it matters most.
Process
Five phases to a complete estate vault
Guided onboarding mirrors the estate planning workflow — from personal details and asset records to obituary information and personal wishes for your family.
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1
Personal & Family Identification
Capture testator details, family structure, contact information, and location data so executors can locate and identify everyone involved.
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2
Key Nominations
Designate independent executor, guardians, trustees, financial and healthcare POAs, and digital executor with clear succession planning.
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3
Beneficiary Design
Manage individuals and organizations who will inherit your estate. Track residuary allocations and ensure distributions total 100%.
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4
Asset Registry
Document every asset by category — real estate, vehicles, financial accounts, business entities, and more.
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5
Obituary & Personal Wishes
Record biographical details, surviving relatives, memorial preferences, and personal messages so your family can prepare an obituary and honor your wishes with accuracy and care.
Capabilities
What executors need in one system
Estate Readiness Dashboard
Track readiness with a live checklist — will uploaded, executor confirmed, allocations complete, and legal verification.
Document Vault
Upload and store your Last Will & Testament, Living Trust, and Power of Attorney in one secure location.
AI Will Review
Receive an AI-assisted summary of key provisions and allocations for you and your advisors.
Beneficiary Management
Track residuary estate allocation, per stirpes designations, and progress toward 100% distribution.
Asset Registry
Document 15+ asset types — vehicles, real estate, crypto, business entities, and more — with valuation methods.
Inside the vault
See the product — not just the promise
Most estate platforms hide the experience behind sales calls and vague demos. EstateVaultUSA shows families and advisors exactly what executors work with: a real dashboard, structured data entry, and executor-ready records.
- Live estate readiness dashboard with document and allocation tracking
- Guided client onboarding for identity, family, and key nominations
- Beneficiary registry with residuary allocations and contact records
- Memorial profile preview for obituary details and personal wishes
Estate dashboard — readiness overview and vault navigation
OverviewBeneficiariesDocumentsAssets
Estate of Margaret Chen
Executor · Premium plan
Beneficiaries4
Allocated100%
Assets12
Readiness92%
Will uploaded
Executor confirmed
Allocations complete
Legal verification
Client OnboardingBeneficiariesAssetsObituary
Step 1: Personal & Family Identification
Establish the testator's identity, residence, and family structure.
Full Legal Namee.g. John Doe
Home AddressStreet address
State of ResidenceSelect state
CountySelect a state first
OverviewBeneficiariesDocumentsAssets
James Chen · Son40%
Sarah Chen · Daughter35%
St. Jude Children's Research Hospital15%
University Scholarship Fund10%
Residuary estate fully allocated
OverviewBeneficiariesDocumentsAssetsObituary
John Michael Doe
Known as "John" · Born December 21, 1994
Retired TeacherHarvard University
New York, New YorkBachelor's Degree
Living preview of obituary details captured in the Estate Builder
Pricing
Plans for families and estate planning professionals
Start free, then subscribe when you're ready to build a complete estate record or manage client vaults across your practice.
Free
$0
Explore the platform
- Preview the estate dashboard
- See readiness layout & features
- Executor or attorney sign-up paths
Most popular
Premium
$20/month
Individuals & families
- One estate plan (you or a loved one)
- Document uploads & AI review
- Beneficiary & asset registry
- Full estate builder access
Attorney Pro
$79/month
Estate planning attorneys & advisors
- Unlimited client estate plans
- Attorney workspace & client vaults
- Document uploads per client
- Priority practice support
Get Started
Explore your estate vault
Create a free account to preview the dashboard and see how EstateVaultUSA organizes wills, beneficiaries, and assets. Upgrade when you're ready to upload documents and build full estate records.
- Free preview of the vault dashboard
- Executor or attorney onboarding paths
- Premium from $20/mo · Attorney Pro from $79/mo
Have questions? Email support@estatevaultusa.com and our team will get back to you.
Sign in or create an account through our secure login portal.
Go to LoginNew here? Choose Create account on the next screen to set up your vault.
Leadership
Meet our cofounders
EstateVaultUSA was built by people who have seen firsthand how hard estate execution can be — and who believe families deserve better tools when it matters most.
Thomas Sneed
Founder & CTO
Thomas Sneed is a Stanford graduate with a B.S. in Management Science and Engineering and a minor in Computer Science. He founded EstateVaultUSA after recognizing a growing need to simplify estate planning and the day-to-day challenge families face keeping documents, assets, and instructions organized. His goal is to build technology that makes estate execution clearer, more reliable, and far less burdensome for the people who carry it out.
LinkedIn
tom@estatevaultusa.com
Anders Matta
CEO
Anders Matta is a Stanford graduate with a bachelor's degree in Design. He manages the operations of EstateVaultUSA with a focus on making estate execution more approachable for families and the professionals who support them. Anders is passionate about replacing fragmented paperwork and uncertainty with a structured, dependable process when executors need clarity most.
LinkedIn
anders@estatevaultusa.com