Your legacy, secured for your loved ones
Shelter safely stores everything the people you care about will need to know after you're gone.
Life comes with uncertainties
Life transitions bring countless unknowns, leaving loved ones with questions they may not have answers to:
Why Shelter
Simplify life's hardest moments with Shelter.
We handle accounts, documents, and plans, allowing your family to heal and honor your legacy without added stress.
Everything in one secure place
Easily organize and securely store your most important accounts, documents, and assets in a centralized, encrypted vault, ensuring they're always safe and accessible.
A plan that evolves with you
Keep your information current and relevant with reminders to update as life changes.
Simple sharing
Grant access to trusted family members, ensuring they have everything they need when they need it most.
Clear guidance for loved ones
Step-by-step instructions make it easy to set up your account and secure your legacy in minutes.
Everything in one secure place
Easily organize and securely store your most important accounts, documents, and assets in a centralized, encrypted vault, ensuring they're always safe and accessible.
A plan that evolves with you
Keep your information current and relevant with reminders to update as life changes.
Simple sharing
Grant access to trusted family members, ensuring they have everything they need when they need it most.
Clear guidance for loved ones
Step-by-step instructions make it easy to set up your account and secure your legacy in minutes.
How it works
Clarity, convenience, and continuity
Build your Shelter
As you open your Shelter, you're presented with a series of onboarding questions about your physical and digital assets. We'll walk you through the process — you simply answer the questions to build your Shelter.
Assign key contacts
After building your Shelter, you'll identify your key contacts who will have access to your Shelter.
Keeping your Shelter up to date
You can update your Shelter at any time, and we'll even remind you every few months to take a look at your Shelter and ensure it's up-to-date or if you need to make changes.
Providing peace of mind
When you're gone, your key contacts will have peace of mind knowing that they can manage your affairs and have access to all of your accounts and assets to administer your estate.
Build your Shelter
As you open your Shelter, you're presented with a series of onboarding questions about your physical and digital assets. We'll walk you through the process — you simply answer the questions to build your Shelter.
Assign key contacts
After building your Shelter, you'll identify your key contacts who will have access to your Shelter.
Keeping your Shelter up to date
You can update your Shelter at any time, and we'll even remind you every few months to take a look at your Shelter and ensure it's up-to-date or if you need to make changes.
Providing peace of mind
When you're gone, your key contacts will have peace of mind knowing that they can manage your affairs and have access to all of your accounts and assets to administer your estate.
Security is our highest priority
So secure, even we can't see your data.
Your data is encrypted before it reaches our server, which means that even we can't look at it. Only you and your loved ones, at the appropriate time, will be able to view it.
Give the gift of peace of mind
Providing access and insights to your life
Shelter is the secure, easy-to-manage tool that ensures the people you care about will have access to all of your physical and digital assets.
In your Shelter, you can safely store information about your:
- Bank accounts
- Credit cards
- Retirement accounts
- Real estate
- Life insurance policies
- Automobiles and other vehicles
- Valuables
- Email accounts
- Medical & health information
- Social media accounts
- Cell phone access
- Key contacts, organizations, & friends
- Subscriptions & memberships
- Family
- Last wishes
- Burial information
Features
Your accounts and assets, easily administered
Onboarding
Shelter provides a smooth onboarding experience that helps you identify and access the most common asset types and accounts securely.
Dashboard
Your Shelter Dashboard will easily organize everything your heirs need to know and can be updated at any time, with everything divided into 5 folders:
- Finances
- Physical assets
- Digital assets
- Legal and wills
- Personal, family, and community
Regular check-ins
As life goes on, you'll get poked to update your Shelter — add new assets, remove old accounts, and keep your information current. Get reminded every few weeks, every few months, or every year and stay fresh.
Key contacts
Setting up access to your Shelter is simple and secure. Your chosen people will be notified and grateful for your thoughtfulness.
Frequently asked questions
You asked, we answered
Here's everything you need to know about setting up a Shelter.
What exactly is Shelter?
How secure is Shelter?
When is Shelter launching?
Give the gift of peace of mind
Invaluable, yet affordable
Pricing for Shelter is straight-forward. It's one yearly fee for as long as you keep it open.
One fixed fee
Per year, per family.
There's no additional charge for your loved ones to access your Shelter. To keep it open for additional years after, it's the same yearly cost.
- Bank accounts
- Credit cards
- Retirement accounts
- Real estate
Help your loved ones organize your life
Open your Shelter today and help bring comfort and peace of mind to the people you love.
