Live status
SOC 2 Type II
In preparation · targeted Q4 2026
We are actively preparing for our SOC 2 Type II audit, on track for the next 4–6 months.
SOC 2 Type II — in preparation · Q4 2026Zero-knowledge architectureIndependent cryptography reviewAES-256-GCM · client-sealedContent keys never reach our serversUS data residencyImmutable, signed audit chainTLS 1.3 in transit
Estate operational readiness, for the firms families trust
Keep the family,and the AUM,through the wealth transfer.
An encrypted vault your clients build and their executors inherit — with content our servers have never seen. The family isn’t left playing detective, and the relationship survives the generation that leaves.
Cryptographic primitives
- AES-256-GCM
- X25519
- Argon2id
- ECDSA P-256
encrypting in your browserLive demo
The product
One vault. Three views. Zero exposure.
The family sees everything. The advisor sees the shape of the estate they’re entrusted to coordinate. The server sees nothing it can read. Enforced at the data-model level — not a permission an admin can flip.
zero-knowledge · sealed
Estate vault4 items
- Retirement — Fidelity 401(k)•••• 1849 · client-key onlyAccount · institution shareable
- Letter to PriyaSealed until settlementPersonal · content-key only
- Estate attorney — Whitlock & Chowhitlock-cho · primary contactContact · advisor-shareable
- Property — Aspen residenceDeed · insurance · access notesAsset · content-key only
server view: a7f3…e201 (ciphertext)unreadable to us
The family
Reads the full truth — accounts, letters, access notes — exactly as written.
The advisor
Sees the estate’s shape to coordinate, provisioned only under client consent.
The server
Holds ciphertext. Subpoena us and we hand over noise. By design.
Trust & security
Read the trust centerBuilt so we can’t betray you — not so we promise we won’t.
By architecture
Zero-knowledge
Content keys never reach us
Sensitive content is encrypted client-side. Our servers store only ciphertext.
By design
Cryptography review
Independent review · scheduled
Cryptographic design under independent review — scope on record, findings on completion.
- AES-256-GCM
- X25519
- Argon2id
- ECDSA P-256 audit chain
- TLS 1.3
- HSTS preload
- CSP nonce
- No third-party trackers
How it works
A B2B2C platform that earns its place in the relationship.
01
Your firm invites the family
Wealth managers extend the platform to their clients as a white-glove offering — the relationship stays yours.
02
The family seals what matters
Accounts, documents, access notes, and personal letters — encrypted in the browser before anything is stored.
03
It surfaces at the right moment
On incapacity or death, the right people gain the right access — and every event is written to an immutable audit chain.
For wealth-management firms
A premium client offering that deepens trust at the moments that matter most.
The conversation worth having early
Make sure the people you love find what you left.
See the platform your firm can hand to its clients — the vault, the advisor view, and the cryptographic boundary, end to end.