Connect all the key people in your life.
Create a list of the important people in your life so they’ll know who to contact if needed. Invite family members and trusted advisors to your digital vault so they have access to your information when needed, especially in case you are unexpectedly unavailable.
Add your key contacts.
Use Prisidio to create and manage a list of the key people in your life – the ones that know something about you, what you have, or where you have it. Include your family members, accountant, attorney, caregivers, REALTOR®, medical professionals, and advisors. It’s good for those close to you to know who to contact in case of emergency, now or down the road.
Share your digital vault with a Co-Owner.
Manage your digital vault with your partner or spouse, designated family member, caretaker, or best friend by making that person a Co-Owner. As a Co-Owner, they will have the same access and permissions as you to help keep the information in your vault current.
Keep your legacy safe with a Keyholder.
Make sure your vault, including all your important information and wishes, lives on after you’re gone. Designate a Keyholder that will gain access to your vault when the time comes. Keyholders will be given access only after a very thorough process to verify that you and your co-owner are no longer able to manage the vault.
Invite the people you trust.
After you’ve added the contact information for key people to your digital vault, you can choose who to invite into your vault as members. Members of your vault will create a free Prisidio account and can only access what you choose to share with them.
Control who has access.
With Prisidio, you have complete control over which items and information invited members can access. Once a person has accepted the invitation to join your digital vault, you can quickly provide access to the documents, people, places*, and things that they may need.
View access and activity by person.
Sometimes you want to see who has access to your will, if someone with access has viewed it, or if someone has taken another action in your vault. With Prisidio you can always see what someone has access to, or how many people have access to a single item. However you like to monitor your vault, Prisidio saves you time by avoiding the need to look for a needle in the haystack.
Know who accesses your vault and when.
All activity within your vault is available for review through your Dashboard or Activity Log. See who accessed your vault, when, and what they did. With real-time notifications on your mobile device, you instantly know when someone accesses your vault and where they're located.
If any activity seems suspicious — a person you don't know or a log in from an unexpected location — in one click you can instantly block their access* to your vault until you have time investigate and take further action.
Get the vital access and security life demands.
Be more prepared and organized for your expected and unexpected life events with Prisidio. Your digital vault. For life.™