• Documents + Vital Records

  • Accounts + Investments

  • Insurance Policies

  • Properties. Vehicles. Collectibles.

Documents Stored

3397 +

Assets Catalogued

1695 +

Beneficiaries Invited

236 +

Reports Generated

169 +

Advisors Located

78 +

Invitations Sent

407 +

Populating Your Vault

Asset Categories

We've provided five categories to help you organize your Assets: Accounts + Investments, Insurance Policies, Properties, Vehicles, and Collectibles. Within each, we've offered a selection of types to help get you started.

Learn More

Your Accounts + Investments

Organizing Your Assets

cash
Cash
checking
Checking
crypto currency bitcoin
Crypto / Bitcoin
mutual funds
Mutual Funds
retirement funds
Retirement Funds
savings
Savings
shares
Shares / Holdings
stocks bonds
Stocks / Bonds

Transparency Settings

unprecedented control

No matter how big or how small your legacy may be... whether measured in sentimental or monetary value... it's yours to direct. Snap it. Describe it. Tag it. Only YOU decide who can see your assets and your plans for them.

Learn More

Your Insurance Policies

Organizing Your Assets

annuity contract
Annuity Contract
final expense insurance
Final Expense Policy
life insurance
Life Insurance Policy
preneed
Preneed Plan

Related Attachments

helpful archival

You can attach digital copies of related files (e.g. receipts, statements, certificates of authenticity, etc) to each individual Asset that you catalogue. Be sure to include personalized notes for your Beneficiaries. In many cases they are going to require the original paperwork, so try to be as thorough as possible.

Learn More

Your Properties

Organizing Your Assets

collectibles
Building / Commercial Space
collectibles
Condo / Apartment
collectibles
Cottage / Cabin
collectibles
Farm
collectibles
Garage / Warehouse
collectibles
House
collectibles
Land / Lot
collectibles
Marina Dock / Boat Slip
collectibles
Timeshare / Vacation Property

Asset Bequests

Legacy Transfer

Easily assign Assets to the Beneficiaries —or Charities— of your choice. Remember, only YOU decide who can see your Assets and your plans for them.

Learn More

Your Vehicles

Organizing Your Assets

vehicles
Bicycle
vehicles
Boat
vehicles
Car
vehicles
Motorcycle
vehicles
Plane
vehicles
RV / Camper
vehicles
Snowmobile / Jetski
vehicles
Tractor
vehicles
Truck
vehicles
Van / SUV

Allocation Reports

realtime visualization

Review the contents of your vault at a glance! Your custom Reports will appear as soon as you've populated any Assets and they will dynamically update, as your plans evolve, as you 'fill your vault'! Get the most out of XV by sharing reports with a trusted Advisor.

Learn More

Your Collectibles

Organizing Your Assets

collectibles
Artwork
collectibles
Books / Rare Volumes
collectibles
Clothing
collectibles
Coins / Stamps
collectibles
Decor / Furnishings
collectibles
Gadgets / Electronics
collectibles
Instruments / Music Library
collectibles
Jewelry / Watches
collectibles
Sporting Gear / Memorabilia
collectibles
Tools / Equipment
collectibles
Toys / Figurines
collectibles
Vintages / Spirits

Privacy Settings

You Are In Control

Your privacy is of the utmost importance to us. Visibility of everything you have documented, catalogued, and assigned —in your vault— is turned OFF by default. You may choose to enable "view-only" access for specific family members, friends, or trusted advisors. Each will require their own XV account in order to view any information you have allowed them to see.

Learn More