Pricing
Free to start. Pay only when you outgrow it.
Free needs no credit card. Paid plans are available annually or monthly, with annual billing saving about two months.
Free
For getting started.
Yours to keep — just sign in at least once every 3 years. See how Free works for the details and our commitments.
Open a Free vaultPersonal
For an individual's estate.
or $6.99/mo — annual saves about two months
Larger limits, with an optional Wellness Check add-on — good for an individual organizing their estate and important records.
Open a Personal vaultFamily Premium
For a household, with shared vaults.
or $12.99/mo — annual saves about two months
Up to 5 family members, shared vault entries (logins, financial accounts, professional contacts), and 250 documents across the group.
Open a Family Premium vaultDetailed comparison
Everything that's included
Each row shows exactly what each plan includes, so you can see what changes when you upgrade.
| Free | Personal | Family Premium | |
|---|---|---|---|
| Documents | |||
Document storage limit | 6 documents | 20 documents | 250 across the family |
Maximum file size per upload | 1.5 MB | 5 MB | 5 MB |
Document versioning Upload a replacement and keep prior versions accessible. Oldest versions are automatically pruned when the plan limit is reached. | Up to 10 versions | Up to 50 versions | |
End-to-end AES-256-GCM encryption | |||
Document type & lifecycle tagging | |||
Fax delivery from your vault Send any vault document by fax. $6.00 for the first document, $1.50 each additional in the same order. PDF / TIFF / JPG / PNG / GIF supported natively; DOC/DOCX/XLS/XLSX/PPT/PPTX/RTF/TXT are converted to PDF before sending. Not available on Free. | Pay-per-use | Pay-per-use | |
| Recipients & access | |||
Designated recipients | 1 recipient | Unlimited | Unlimited |
Access types (immediate or on-request) Either grant access immediately, or require the recipient to request it — with optional auto-grant after a configurable silence window. | |||
Trusted Contacts notified during a pending access request If a recipient requests access and you don't respond within half the silence window, your Trusted Contacts get a heads-up so a real person in your life knows. They don't get document access. | |||
Trusted Contacts notified during a missed wellness check-in Part of the Wellness Check add-on ($39/yr Personal · $29/yr Family, paid plans only) — not a separate purchase. Uses the same Trusted Contact list, escalated when periodic check-ins go unanswered. | With Wellness Check | With Wellness Check | |
Recipient access link by email and SMS When access is granted, the recipient receives a tap-able link by email and by SMS if a phone number is on file. | |||
Proactive recipient notifications Optional. Lets your designated recipients know they've been named — one email when you add them, then an annual "you're still listed" reminder. Email-only: no document access and no link. Standalone $10/yr on Personal (or already included when you add the Wellness Check); included at no extra charge on Family Premium. Not available on Free. | Add-on · $10/yr | Included | |
| Family & sharing | |||
Family group with invited members | Up to 5 members | ||
Shared secure Vault entries Logins, financial institutions, professionals, document locations | |||
Per-member private documents within group | |||
| Wellness & engagement | |||
Wellness check-in (periodic email + auto-escalation) Optional add-on, charged at activation (prorated to your plan's renewal, then billed together). On Personal it's $39/yr and includes Recipient Notification; on Family it's $29/yr because Recipient Notification is already included in your plan. Periodic check-in emails to you; if you don't respond, the cron escalates through retries, then notifies your primary recipient and your Trusted Contacts. | Add-on · $39/yr | Add-on · $29/yr | |
36-month soft-lock protection Free accounts auto-archive after 36 months of inactivity. Paid plans don't soft-lock. | |||
| Account & support | |||
Customer support | Email, best-effort | Email, 2 business days | Email, 1 business day |
Self-serve data export | |||
GDPR / CCPA data deletion | |||
Recipient & executor document release Name recipients who can receive your documents — immediately, on request, or automatically if you go silent. If no recipient is reachable, an executor can request access through a verified, estate-paid process ($295 one-time). | |||
Medical emergency access Designate a medical proxy who, in an emergency, can break-glass into a small set of documents you curate (healthcare directive, power of attorney) — never your whole vault. Access is granted immediately after a one-time code is confirmed over both email and text, you're alerted at once with a one-click revoke link, and access auto-expires after 72 hours. | |||
Plus applicable U.S. sales tax where required.
For attorneys
Want to offer this to your firm's clients?
SLDocs has a separate plan for estate planning firms — your branded portal, your role-based access, your clients keep their vaults forever.