This is not a password vault. Keep passwords in your password manager and turn on its
emergency access. The Vault records where that manager’s emergency kit is, which safe
holds the phone passcode and which lawyer holds the envelope, so the business surviving
or not changes nothing for your family. Anything that looks like a password is rejected
on save.
The Vault is part of the Executor Kit plan. On the Community plan the page explains what
it does and links to Billing.
What an entry holds
Adding and editing
Add entry (top right) or Add the first entry on the empty page opens the dialog.
Each row’s menu offers Edit and Remove. Changes show in the table with an
Updated date.
A good first three
The password manager
Where its printed emergency kit is, and who holds the key to wherever that is. Link it
to the manager’s own account in the inventory.
The devices
The phone passcode and laptop password. The authenticator app on the phone is usually
the second factor for the bank and the tax account, so this entry unlocks those too.
The paper
The original will, the deeds, the insurance schedule. Where the packet is and what it
is filed under.
The Vault’s contents appear in the Vault access instructions section of the
Executor Kit, which is what actually gets printed; the Vault
table is the working list, the kit section is the prose your executor reads.