Per Year A flexible option for individuals and families who want secure, organized access to important life and estate documents with annual billing. 

Includes: 

• 24/7 online access to your vault 
• Secure document storage and organization 
• Access from any internet-connected device 
• Controlled sharing with trusted contacts 
• Enterprise-grade encryption and secure hosting 
• Eligibility to apply up to two years of annual payments toward the lifetime upgrade

Complete Setup: Our team assists in organizing your entire digital footprint, from financial accounts to household instructions.

One-time payment

A long-term option for clients who prefer permanent access without recurring annual renewals. Ideal for legacy planning, family organization, and long-term document management.

Includes:

• Lifetime access to the Courteous Secure Digital Vault
• Secure storage for estate, financial, legal, and personal records
• Access and updates anytime
• Secure sharing with designated family members or fiduciaries

Full Legacy Setup: The ultimate "done-for-you" service. We coordinate the upload and categorization of all estate, real estate, and legacy documents for total peace of mind.