SDV Legacy

What happens to the documents you can't hand over yourself?

Protect today. Deliver forever.

The problem estate plans don't solve

Your will names the heirs. It does not deliver the documents.

Most estates fail at the same moment: the owner has died, the family is grieving, the will is in a filing cabinet they can't find, the life insurance paperwork is in an email the executor doesn't have access to, and the crypto recovery phrases are on a sticky note nobody admits to knowing about. Information exists. Access does not.

SDV is engineered around one premise: the documents your family will need are most needed at the moment you are least able to provide them. The vault's job is to deliver - automatically, correctly, and only to the right people.

How posthumous delivery actually works

A timeline your attorney can sign off on.

Below is the SDV release pipeline, end to end. Every step produces a sealed, L1-anchored record that a court, insurer, or trustee can verify independently.

T + 0

Death signal received

Primary: SSA Death Master File via authorized data provider. Secondary: state-level vital records where contracted. Manual: family or beneficiary uploads a death certificate.

T + 0 to +24h

Owner verification request

SDV pauses vault activity and sends a verification request to the owner (false-positive protection). If the signal is wrong, the owner has the full release window to dispute and freeze the release.

Release window

Secondary verification + notification

Multi-source confirmation required (DMF + state record, or certificate + court order). Personal: 90 days. Family: 30 days. Legacy: 24 hours. Legacy Plus: same-day with court-verified option.

Release

Beneficiary notification

Email, SMS, postal mail. Legacy and Legacy Plus add human phone outreach - a JIL specialist calls the named contacts, walks them through access, and stays on the line for the first document retrieval.

Post-release

Sealed audit trail

Every step - signal detection, owner notification, verification, beneficiary access - is sealed on JIL L1 with a Dilithium-III signature. Full audit log is exportable for estate proceedings on Legacy and Legacy Plus.

Real scenarios SDV is built for

Three stories. One product.

Personal Vault · $500/yr

The individual with a will but no shared access.

Mark is 58, divorced, two adult children. He has a will, a life insurance policy, a Fidelity account, and three cryptocurrency wallets. His executor daughter knows the will exists but has never seen the policy number or the wallet recovery phrases. If Mark dies today, his daughter spends months reconstructing what he already had organized.

With Personal Vault, Mark uploads the will, the policy, the Fidelity statement, and each wallet's recovery phrase into the Crypto Key Vault. He names his daughter as the primary beneficiary. 90-day release window. If SDV detects his death on SSA DMF and he doesn't respond to the verification ping, the vault unlocks for his daughter automatically.

Outcome: Zero probate delay on the documents Mark already organized.
Family Secured Vault · $1,200/yr

The multi-member household with shared and private records.

The Petersons are a two-parent household with three kids (two adult, one minor). They need: shared family zone (home deed, family photos, emergency medical), each spouse's private zone (individual financial records, letters to be released on specific dates), and per-child named beneficiary rules that cascade on parental passing.

Family Secured Vault gives all five members private zones plus a shared family zone. 30-day release window. If one spouse passes, the other five members are notified, access rights update automatically per the cascade rules, and the minor child's access is held by the named trustee until age 18 (scheduled release).

Outcome: A family record system that handles one passing, two passings, or a generational transfer without a lawyer-managed spreadsheet.
Legacy Vault · $4,800/yr

The HNW estate with an attorney and a trust.

Sandra is 71, widowed, $14M estate split across a family trust, a closely held business, three properties, and multiple insurance policies. Her estate attorney Marcus needs controlled access to the vault: he can read the trust instrument and the current will, but he cannot release documents to beneficiaries without Sandra's (or, posthumously, the trustee's) cryptographic authorization.

Legacy Vault gives Marcus an attorney co-admin seat with full audit trail. The business succession documents are titled to the trust with trustee-controlled release. 24-hour posthumous release with court-verified option. Sandra's three children have multi-generational cascade rules: if a child predeceases her, that child's portion cascades to the grandchildren. JIL handles the beneficiary walkthroughs via the white-glove notification service.

Outcome: A turnkey estate-plan execution layer that works even when the attorney is on vacation and the trustee lives in a different country.
Professional roles SDV supports

Estate attorneys, trustees, and fiduciaries - as first-class vault participants.

Legacy and Legacy Plus tiers are designed to slot into the existing professional infrastructure around estates, trusts, and family offices. Each role below is a separately-permissioned vault participant with its own audit trail.

Legacy + Legacy Plus

Attorney co-admin

Full read on instruments and current versions. Write permission on new document uploads with owner's cryptographic approval. Cannot unilaterally release documents to beneficiaries. Requires a separate engagement agreement.

Legacy + Legacy Plus

Corporate fiduciary / trustee

Executor, trustee, or financial advisor access to specified vault zones. Useful when the vault is titled to a trust rather than held personally. Requires trustee acknowledgment and limited power of attorney.

Legacy + Legacy Plus

Named beneficiary

Read-only access to specific files or zones, activated by predefined rules (immediate, on death, on date, on condition). Each beneficiary sees only what they are named for - not the full vault contents.

Legacy Plus only

Family-office coordinator

Read-only visibility across related family entities (parent trust, child vaults, business holdings). Coordinates vault operations across generations without holding individual-level permissions.

Legacy Plus only

Dedicated JIL account manager

Single point of contact at JIL. Quarterly vault reviews, annual in-person security review, 4-hour SLA on critical requests, concierge beneficiary onboarding (in-person or video walkthrough).

All tiers

Primary owner

Full cryptographic control. Can add / revoke any role at any time. Can freeze a pending release. Can export the entire vault and cancel the subscription at any time.

Compliance & admissibility

Built for the standards estate proceedings actually use.

The vault that outlives you.

Start with a Personal Vault at $500/yr to organize your own estate, upgrade to Family or Legacy when your household grows, or begin directly with Legacy Plus if you're coordinating across a family office.

See all four tiers Speak with a specialist