The first-week call list, next to the files

<p>The first week after a death is a list of phone numbers, not a plan. The vault can hold those numbers next to the files they belong to.</p><p>What belongs on that list is whatever you already have:</p><ul><li>The life insurer printed on the policy</li><li>The mortgage servicer on the latest statement</li><li>The bank or custodian on each account</li><li>The attorney office on a document you already filed, if you have one</li></ul><blockquote>If a number is not on a document in the vault, the vault will not invent it.</blockquote><p>Name one person who can open the vault under rules you set. Support cannot open it for them. That is the whole point of owner-set access.</p><p>This is not a legal checklist and it is not estate planning. It is a place to keep the numbers a household would otherwise hunt for in a desk.</p>