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A single, secure, cloud-based location for financial & legacy planning

No Credit Card required.

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All you need to know about

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Main features

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Think of vaultbox as

A tool to manage your assets/liabilities and have an overall view of your net worth.

A cloud-based legacy management service.

A digital safety deposit box for uploading records, securely accessible from anywhere.

 

Find the right plan for you

vaultbox Essential gets you started with the basic tools you need. And it’s free!

vaultbox Pro’s additional storage allows you to be more detailed and thorough. It also opens door to vaultbox’s smart legacy planning. With vaultbox Pro, you can appoint personal delegates and professional deputies – the people you entrust to execute on your instructions.     

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Essential

Free-To-Use. Get started now. Upgrade anytime.

Free

Digital vault 

Store your will, insurance policies, and other key documents with bank-quality encryption. 2GB of complimentary storage covers your basic needs of most users.

Asset and liability registry

Track your net worth & generate financial reports

Password vault

Secure all your passwords in one centralised location

Contact management

Store all your vital contacts (e.g. Lawyer, insurance agent, bank officer)

Calendar feature

Keep track of your payments and subscriptions

2GB Storage (up to 20 items)

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Pro

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Ultimate financial and legacy planning.

best value legacy managmentplan

US$4.99 

US$49.99

Includes everything in vaultbox Essential

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Deputies

Appoint family members and trusted individuals as part of the “smart legacy management”

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Professional Deputy + Legacy Management

Add on this service at US$4.99/month

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50GB Storage

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Group

Ideal for small enterprises and family.

Coming soon

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Deputy Only

  • Users of vaultbox Pro can appoint Personal Delegates. These are trusted friends or family members who you empower – under special circumstances - to open your vaultbox account, reset your password, and other administrative tasks. It always takes two personal delegates working together to access your account.  

  • Professional Deputies are – as the name implies - professionals who specialise in estate and legacy planning. Depending on your legal jurisdiction, there may be special licenses or certifications required.  

  • If you’ve been asked to serve as a personal delegate or professional deputy, the first step is to create your own vaultbox Essential account. Remember – it’s free!

 Prices are inclusive of GST