Estate Readiness Repository

Welcome! This is your command center. From here, you’ll organize everything your family might need things like financial info, legal documents, medical instructions, and more. But first, start with your Master Next of Kin Plan. The one document that ties it all together.

Vault Overview

estate Readiness Overview

Time to organize, one simple step at a time.

Each Vault helps you organize the things your family might need if something happens, like bank info, insurance, and health documents. Everything stays in one place, so it’s easy to update now and easy to find later.

Start Here: Setup Your Next of Kin Plan

Contains essential personal information such as ID, address, contacts, and emergency details. Sections inside: ID, Emergency Info, Contacts

Phase 1: Personal and Legal Vault

The 4 vaults in this section will store your Will, Power of Attorney, Healthcare Directive, Final Wishes, and identification records. It also includes space for marriage licenses, divorce decrees, and other personal legal documents to ensure your intentions are clearly documented.

Phase 2: Financial Vault

We’ll guide you through 4 quick sections to make sure your family can access your financial accounts with confidence. Don’t worry you don’t need everything today.

Phase 3: Home & Property Vault

The 3 vaults in this section store essential documents including property deeds, mortgage agreements, home insurance policies, utility records, repair history, and vehicle titles.

Phase 4: Medical & Health Vault

This 1 vault stores health insurance documents, medical records, medication lists, and provider information your family may need quickly. It helps ensure your next of kin can make informed decisions and support your care during emergencies or transitions.

Phase 5: Letter To Family

The 2 vaults in this section store personal letters and other meaningful instructions that support your family beyond paperwork and provide peace of mind during transition.

Business Vault

The 3 vaults in this section is to store essential business documents like incorporation papers, contracts, tax documents, and business insurance policies.

The Repository

The repository stores the vaults where your documents are securely stored.

NEXT OF KIN PLAN

Disclaimer: Derigo is not a law firm, and we do not provide legal, tax, or financial advice. The tools, resources, and information available through this platform are intended for general informational and organizational purposes only and are not a substitute for professional legal counsel. No attorney-client relationship is created by using Derigo. We encourage you to consult with a licensed attorney, financial planner/ advisor, or tax professional for personalized advice and services related to estate planning or other legal matters.