Succession Vault for Private Offices

Protect passwords, assets, and documents with secure, succession-ready digital vaults.

Create your vault How it works

Without Upon

Loss of access to critical documents, accounts, and instructions during succession or incapacity.
Disruption to business operations and asset management.
No central record of credentials for handover.

With Upon

Seamless handover of passwords, documents, and instructions to trusted successors.
Maintain business continuity and control over sensitive assets.
Peace of mind with a secure inheritance vault.

How it works for private offices

Upon vaults are designed to support the unique needs of private and family offices, ensuring that sensitive information and access are never lost during transitions.

Step 1
Set up your office vaults
Add confidential documents, account credentials, investment details, and operational instructions. All data is end-to-end encrypted and only accessible to authorized successors.
What to include in a vault
Step 2
Choose your beneficiaries
Assign trusted family members, partners, or key staff as beneficiaries. You control who can access each vault and set the minimum number required for access.
How Upon vaults work
Step 3
Define release conditions
Specify exactly what must happen before vaults are released – such as confirmation of incapacity, death, or other succession triggers. All actions are logged for transparency and compliance.
Available release conditions
Step 4
Seamless, auditable access
When release conditions are met, only the authorized group can access the vault. Every action is auditable, supporting governance and regulatory requirements.
Learn more about our security

Get peace of mind

Ensure that your memories and assets will be passed on to your loved ones. Create your inheritance vault today and rest easy knowing your legacy is secured.

Create your vault Pricing