guides

Adding what matters (Guide 3 of 4)

Credentials, assets, and encrypted attachments — how to fill your vault in one evening without getting overwhelmed.

ShareMyVaultJune 12, 20262 min read

A vault is only as useful as what's inside it. The good news: you don't need to catalogue your whole life. You need the handful of things your family couldn't reconstruct without you.

Start with three items

If you only do one session, add these:

Your primary email login. Almost everything else resets through it.
The bank account your salary lands in. Account details, the bank's name, and a note about what flows in and out of it.
Your phone's unlock code. Two-factor codes arrive there; a locked phone can stall everything else.

That's ten minutes, and it already puts you ahead of most people.

Credentials

The Credentials section holds logins and accounts. Each item is encrypted in your browser with its own key before it's saved — add the username, the password, and (this is the part people skip) a plain-language note: what is this account, and why does it matter? "Electricity bill auto-pays from here" is worth more to your family than the password itself.

Assets

The Assets section is for the things you own: property, investments, deposits, insurance. For each one, capture the three questions a stranger would ask: what is it, where is it, who do I contact?

You can attach files — statements, policy documents, scans of deeds. Attachments are encrypted on your device before upload, the same as everything else; our storage only ever holds scrambled bytes.

A rhythm that works

Don't aim for complete. Aim for useful, then growing:

Tonight: the three items above.
This week: every bank account and insurance policy you can think of.
This month: investments, property papers, the professionals (accountant, lawyer) as notes.
Ongoing: when you open a new account anywhere, add it to the vault the same day.

The vault locks itself after ten minutes idle, and you can lock it from the sidebar any time — so leaving it open in a tab while you dig through paperwork is fine.

Next: Guide 4 — Beneficiaries, trustees & going Pro — connecting the people who'll need all this.

Start with three items

If you only do one session, add these:

Your primary email login. Almost everything else resets through it.

The bank account your salary lands in. Account details, the bank's name, and a note about what flows in and out of it.

Your phone's unlock code. Two-factor codes arrive there; a locked phone can stall everything else.

That's ten minutes, and it already puts you ahead of most people.

Credentials

Assets

A rhythm that works

Don't aim for complete. Aim for useful, then growing:

Tonight: the three items above.

This week: every bank account and insurance policy you can think of.

This month: investments, property papers, the professionals (accountant, lawyer) as notes.

Ongoing: when you open a new account anywhere, add it to the vault the same day.

The vault locks itself after ten minutes idle, and you can lock it from the sidebar any time — so leaving it open in a tab while you dig through paperwork is fine.