When someone dies or lands in the hospital, their family doesn’t start grieving — they start searching. Drawers, inboxes, filing cabinets, password guesses. Trusted Directive ends that scavenger hunt: one secure digital vault your people can actually reach, that also shows you what’s still missing.
Join the waitlist — your invite lands the day we open.
The filing cabinet had labels — just not the right ones. That’s the story families tell over and over: the paperwork existed, but nobody knew where it was, what was missing, or which accounts even existed.
Illustrative. The same records, two very different days for the people you leave them to.
Paperless billing, autopay, and online-only accounts mean there’s no paper trail left to follow. Executors routinely discover accounts months later — or never.
A death binder or fireproof safe is a genuinely good start. Its failure mode is the one nobody mentions: the family that needs it doesn’t know it exists, where it lives, or whether it’s current.
Incapacity is its own event. A stroke or a sudden dementia diagnosis needs the healthcare proxy and power of attorney today — and there’s no death certificate to unlock anything.
Storage is the easy part — plenty of tools store files. Trusted Directive is built around the three places digital estate planning actually fails families.
The verify-silence protocol
We verify silence, not death certificates, so it will work for incapacity too, not just death. The protocol is in development for alpha.
The vault knows which document categories matter — wills, trusts, powers of attorney, directives, deeds, policies — and shows you which ones are missing or approaching expiration. Not just what you have: what you don’t.
The protocol we’re building for alpha is designed so that when a Trusted Contact requests emergency access, we notify you and wait; if you don’t respond within your pre-set window, access releases. No death certificates to produce, no support tickets — and it will work for incapacity, not just death. See the protocol →
At launch you’ll invite family members, your healthcare proxy, or your executor as free view-only Trusted Contacts. They’ll see what you choose to share — they won’t be able to edit, delete, or download behind your back. In development for alpha.
The families who’ve been through it describe a completed binder the same way: “one of the greatest gifts I’ve ever received.” This isn’t paperwork — it’s the difference between your family grieving and your family excavating.
Trusted Directive turns an afternoon of uploading into a permanent, findable, up-to-date handover — so the people you love walk in with a map instead of a flashlight.
Missing something? That’s the point — Gap Discovery will tell you.
This category has a trust problem — surprise renewals, deleted documents, files held hostage. We built Trusted Directive to be the opposite, starting with the fine print.
Your documents are yours. One-click export of everything, any time — subscriber or not — is in development for alpha.
Cancel and your documents remain exportable. We don’t erase your family’s map because a card expired.
$120 the first year. $60 a year after. You just read it — that’s how disclosure should work.
Give clients a vault that feeds your practice: document classification today, with gap alerts and retention signals that tell you which client needs to hear from you rolling out during alpha — plus a flat 25% evergreen commission. Free for advisors; every advisor vault subscription we reviewed charges you.
For registered reps and IARs, this payout is an outside business activity: expect to give your firm prior written notice and to disclose it to clients — see the Partner Program Terms.
Client-retention reports and practice intelligence — no referral fees, no revenue share. See which clients have gaps or aging documents — and a reason to call before the competition does.
Simple pricing for families: $120 year one, $60/year after, 30-day free trial. See pricing · Questions first? Read the FAQ
Trusted Directive opens to a small first group soon. Join the waitlist and your invite lands the day we do.
Join the waitlist — your invite lands the day we open.