PRICING

One setup. One clear price.

Your $349 fee includes your setup and first year of vault maintenance. There are no plans, add-ons, or monthly fees. We build your vault with you and help make sure it is ready for your family.

Founder-guided setup First year included No monthly plan

Your Family Vault Setup

We help you add the key things you want your family to find. This includes any assets you own such as accounts, papers, contacts, debts, property, and steps you want them to follow.

We also add your trusted people and make sure they can sign in.

Your first year is included. After that, your vault renews for $149 each year until you cancel.
Single plan
$349
one-time guided setup
First year included in the setup fee
Then $149/year after your included first year
Annual renewal continues until canceled
Get Started
No monthly plan. Cancel annual renewal before the next billing date.
By checking out you agree to our Terms and Privacy Policy.
WHAT YOU GET

A complete setup, start to finish

Your one-time setup fee covers every step below. We use the same clear process for each part of your vault.

One-on-One Setup Help

We work with you from start to finish. You are not left to set it up alone.

Included

We Build Your Vault

We add the accounts, papers, contacts, debts, property, and other things you want your family to find.

Included

We Add Your Trusted People

You choose who can get in and what each person can see.

Included

We Test Their Access

We make sure each trusted person can sign in and find what you chose to share.

Included

Your First Year Is Included

Your setup fee covers your vault maintenance and support for the first year.

Included

More Setup Time If Needed

If two hours is not enough, we can meet again on another day at no extra cost.

Included
Billing clarity

Exactly what you'll be charged, and when

No surprises. The complete billing terms for the Family Continuity Setup, in plain language.

Family Continuity Setup — billing terms

Transparent billing
At setup
$349 charged once when you begin your guided setup.
Year one
First year included — no additional charge for twelve months.
Renewal
$149/year after your included first year, renewed annually until canceled.
Cancellation
Cancel before the next billing date to avoid the next renewal charge.
Monthly plan
There is no monthly plan. One setup fee, one annual renewal.
Terms
Full details in our Terms and Privacy Policy.
Get started

Give your family a clear place to start.

Organize what matters, verify trusted-person access, and complete your Family Continuity System with founder-guided support.

Start Your Family Continuity Setup Log in
ONE GUIDED SETUP. ONE CLEAR PRICE.
$349

Founder-led Family Continuity Setup

  • First year included
  • Then $149/year
  • No monthly plan
Start Your Family Continuity Setup

By continuing, you agree to the Terms and Privacy Policy.

Everything needed to complete your setup.

Founder-led organization

We help gather and organize the household information you provide.

Continuity plan

Your family gets clear contacts, instructions, first actions, and visibility into missing items.

Trusted-person setup assistance

We help each designated trusted person create access, confirm it works, and understand where to begin.

Completion and annual readiness

You receive a completion summary, ongoing vault access, and an annual review process.

PolicyDoctor organizes customer-provided information. It does not provide professional advice or guarantee discovery of every account, asset, obligation, or document.