Everything HearthVault does, in six journeys.
From the first receipt you drop in to the day your executor needs the binder — 42 features, each explained in a sentence, with the 20-second “how”.
Capture
Get every paper in, from wherever it is.
Upload files
Drop in PDFs, photos or scans. AI reads each one, names it, files it and pulls out dates and amounts.
How · Vault → Upload files. Drag a whole folder if you like.
Scan with your camera
Snap a receipt or letter; edges are detected and the page straightened before filing.
How · Vault → Scan with this camera → shutter → Done.
Scan from your phone
Use your phone as the scanner while you work at a desk.
How · Vault → Scan from your phone → point the phone at the QR code.
Email it in
Forward bills and statements to your vault address; attachments file themselves.
How · Vault → Email it in → copy your inbox address into your contacts.
Text it in
Paste a text message or confirmation and let AI file it.
How · Vault → Email it in → Text tab.
Import your passwords
Bring logins from 1Password, Bitwarden, LastPass, Chrome, Apple and more — encrypted at rest.
How · Vault → Passwords → Import from password manager → drop the export.
Organize
Find anything in seconds, ask questions in plain English.
Auto-categories
Receipts, taxes, wills, medical, legal, passwords, manuals — chosen by AI, one click to override.
How · Vault → category chips. Open a document → Re-file.
Full-text search
Search inside the text of every document, not just titles.
How · Vault → search icon → type a merchant, policy number or phrase.
List & sort
Switch to a table, sort by date, confidence or category.
How · Vault → list icon next to the sort menu.
Ask your vault
“When does the car insurance renew?” “What did we spend at Home Depot?” — answers with sources.
How · Vault → sparkle button bottom-right.
Guided document builder
plusAnswer questions, get a signed-ready Letter of Intent, funeral wishes, digital-asset authorization and more.
How · Library → a slot marked “Build” → answer → Generate PDF.
Protect
Locked, encrypted, and every reveal on the record.
Family profiles & roles
familyOwner, partner (can edit) and executor (read-only) each get their own PIN.
How · Shield icon → Family members → Add or Invite.
PIN recovery email
Forgot the PIN? A single-use reset link goes to this address.
How · Shield icon → PIN recovery email → Add.
Two-factor unlock
After the owner's PIN, a 6-digit code goes to your email before the vault opens.
How · Shield icon → Two-factor unlock → toggle on.
Encrypted backup
Download everything — files and records — as an AES-256 zip you can open anywhere. No lock-in.
How · Shield icon → Storage & backup → passphrase → Download.
Idle auto-lock
The vault locks itself after a few quiet minutes; five wrong PINs lock it for five.
How · Shield icon → Auto-lock slider.
Encryption at rest
Passwords, balances and account holders are encrypted and revealed only inside an unlocked vault.
How · Automatic. Open a password document → Reveal.
Activity log
Who unlocked, revealed, exported or shared — and when.
How · Shield icon → Recent activity.
Password health check
Weak, reused, stale and no-2FA logins scored — passwords never leave the server.
How · Vault → Passwords → Password health check.
Emergency kit card
Where your password manager’s master key and recovery codes live, so a partner can get in.
How · Vault → Passwords → Emergency kit card.
Plan
The estate work nobody wants to do — made checklist-simple.
Where things live
Record where the original will, deed, safe key and deposit box actually are — shown to your executor and in the Executor PDF.
How · Planning → Where things live → Add.
Estate planning hub
Document checklist, trusted contacts, final wishes, digital legacy and a readiness score.
How · Planning → fill each card; it autosaves.
Estate document library
plus16 essential documents with plain-English guides, execution details and review dates.
How · Library → each slot → link the document or mark N/A.
Beneficiary checker
plusWho is named on each account and policy; flags missing, stale or wrong names. Attach the confirmation letter.
How · Accounts → Beneficiaries → Record.
Bank & investment linking
familyConnect institutions once; balances, holders and account list flow into the estate view.
How · Accounts → Link a bank → choose your institution.
Insurance overview
Every policy in the vault, by kind, with premiums and renewal dates.
How · Upload the declarations pages; Accounts → Insurance.
Net worth snapshot
familyCash, investments and liabilities from linked accounts, in the health report and digest.
How · Reports → Vault health.
Stay on top
It nudges you before things lapse — you don't have to remember.
Smart reminders
Warranty, renewal, tax and expiry dates pulled from every document.
How · Bell icon → upcoming and overdue.
Concierge alerts
A one-line nudge on the vault for anything due within 30 days.
How · Appears automatically on the Vault page.
Monthly digest email
plusSpending, renewals, vault health, net worth and beneficiaries on the 1st.
How · Shield icon → Monthly digest → toggle on.
Yearly estate check-up
One checklist a year: gaps, stale beneficiaries, expiring papers, weak passwords.
How · Planning → Yearly check-up; tick items off.
Reports
plusSpending by month and merchant, vault health, tax year inventory — PDF and CSV.
How · Reports → pick a tab → Download.
Plans & billing
Free (25 documents), Plus, Family. Change or cancel any time in the billing portal.
How · Plans → Manage billing.
Ready when you are.
Free for 25 documents. No card, no trackers, one PIN.