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.