Your confidants can access your information in one of 3 instances.

1. When your confidants click on their unique secure link, and the auto-unlock time period that you have set has expired, they will have access. For example, when you set up a confidant, you assign an auto-unlock time period of 2 days. Should something happen to you, your confidant will click on their link. You will receive a notification of this action and should you not “deny” their request within the 2 days, they will automatically gain access to your vault. They will receive an email to confirm this. 
2. When you have set up “consensus unlock”, your confidants will have automatic access if they all click on their unique secure links. This is set up in the confidants section. This is particularly useful if your funeral arrangements and funeral policy details are in your vault and you need your confidants to have very early access to your vault. 
3. Lastly, when your confidants click on their unique secure link, you can manually approve your confidant’s access. This is useful if you want to show someone around initially – note that you can revoke their access at any time. 

You will ALWAYS be notified of a confidant trying to access your vault and be able to deny such access if it is fraudulent.

No one! Not even our staff has access to the sensitive and personal information that you store in your vault. Our staff only has access to information about your account in order to assist you will account and billing related enquiries.

No! Each vault owner’s information is separately stored. This is to ensure that if one person’s user account is compromised (for example by someone hacking into their email account), our other clients’ information is still safe and secure. 

You’d never want to, but in the event that you no longer want to subscribe to the Heritage Vault, your information will be deleted immediately. 

Your confidants will have access to the information in your vault forever and at no further charge. Should they have downloaded all the information and no longer want to keep it in your vault, they can contact us and we will gladly delete it.

These things happen and we realise that non-payment of an account can have many reasons.

In this event, your account will be suspended, and we will notify you. You will receive 2 notifications and you will be directed to your account page to make payment. Unfortunately, should you not take the necessary action, the contents of your vault will be permanently deleted. 

No, your confidants always only have read-only access to your vault. They cannot change or delete anything. Your information is safe with us

In this event, your account will be suspended, and we will notify you. You will receive 2 notifications and you will be directed to your account page to make payment. Unfortunately, should you not take the necessary action, the contents of your vault will be permanently deleted. 

Changing your confidants can be done right from your dashboard. You can add a confidant, remove any of your confidants, or change the details of your confidants in a single click. Also, knowing how sensitive these things are, confidants will not receive notifications should you remove them or change their status. New ones, however, will receive all the details that they will need.

You have 3 different confidant roles.

• The friend/family confidant role will be able to see all the information stored in your vault – by default, they won’t be able to see the clean-up squad category, but you can give them this access by ticking the permissions box when inviting the confidant.

• The executor/estate custodian will only be able to see your basic information, the essentials as well as any financial information.

• The clean-up squad will only be able to see the clean-up squad category information.

Therefore, the most sensitive information (e.g. letters you wanted only your loved ones to see) will only be available to the confidants assigned as friends/family.