Use case
Notary & attorney
Asset registers, estate folders, and collection inventories exported as structured PDFs — shareable with password protection.
Notaries and attorneys regularly advise on asset registers, estate folders, and collection inventories. Vault Documentation is the tool with which clients can complete the inventory part themselves — properly.
Common advisory situations
- Estate planning: client builds an inventory with photos and receipts, lodges the PDF with the notary
- After death: heirs reconstruct a deposit-box inventory; an existing app record is gold
- Divorce / care planning asset register: collectors disclose holdings transparently
- Foundation funded with chattel: photo documentation as an exhibit to the deed of trust
What you can recommend to a client
- Install the app, add every safe and vault
- Capture each valuable with photo, receipt, value, serial number
- Annually export a master PDF
- Lodge the password-protected PDF with the notary
- Enable Apple Legacy Contact
Privacy: relevant for firms
The app does not store client data on third-party servers — relevant under your professional duty of confidentiality. Vault is local-first, optionally via Apple iCloud, with zero tracking — safe to recommend without raising data-protection concerns.
Frequently asked questions
Can we use the app in client work?
The app is designed for personal use — there is no multi-client management feature today. Recommended approach: the client uses the app and exports a PDF report to your firm.
Are the PDF reports legally usable?
A PDF report with photos, receipts, and an activity log can be a strong supporting record. For notarised confirmation, lodge it with a notary during the client\\'s lifetime so the date is officially attested.