Beneficiary & Legacy

Preparing your beneficiary (15 minutes)

Last reviewed: July 6, 2026

A vault your family can’t open is just a very organized secret. These four steps close the gap — fifteen minutes, once.

1. Name your beneficiary in the vault

In the Beneficiaries section, add the person you trust. They are not notified and nothing changes for them today — this is what claim reviews are cross-referenced against later.

2. Put the key in your estate documents

The claim setup will ask your beneficiary for your vault password — so that’s what must be reachable when you’re gone. A sealed letter with your attorney, a fireproof box, a safe deposit box — wherever your will lives. Label it so it’s recognized: “NestVault vault password — needed to unlock our family vault at mynestvault.com.” Store your recovery code alongside it as your own backup. A key nobody can find, or nobody recognizes, doesn’t help anyone.

If you ever change your vault password, update this envelope the same day. An estate document holding your old password is as useless as no document at all.

3. Tell them the vault exists

One conversation: “Our family’s documents are in an encrypted vault at mynestvault.com. If something happens to me, what unlocks it is in the fireproof box.” No account needed, no walkthrough — just awareness and a location.

4. Know what they’ll do

They’ll go to mynestvault.com/claim with a death certificate and their ID; we review manually and respond within 48 hours; approved, they use the key from step 2 to take over the vault. Both halves have to work — our review and your envelope — which is why these fifteen minutes matter.

The in-app version of this checklist lives at the full preparation guide.

Still stuck? The contact page answers the five most common questions and has our email — a real person reads every message.