Feature tour

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”.

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01

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.

02

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

    plus

    Answer questions, get a signed-ready Letter of Intent, funeral wishes, digital-asset authorization and more.

    How · Library → a slot marked “Build” → answer → Generate PDF.

03

Protect

Locked, encrypted, and every reveal on the record.

  • Family profiles & roles

    family

    Owner, 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.

04

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

    plus

    16 essential documents with plain-English guides, execution details and review dates.

    How · Library → each slot → link the document or mark N/A.

  • Beneficiary checker

    plus

    Who is named on each account and policy; flags missing, stale or wrong names. Attach the confirmation letter.

    How · Accounts → Beneficiaries → Record.

  • Bank & investment linking

    family

    Connect 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

    family

    Cash, investments and liabilities from linked accounts, in the health report and digest.

    How · Reports → Vault health.

05

Share

Hand the right bundle to the right person — with a code that expires.

  • Tax season pack

    plus

    A 12-item checklist auto-linked to your forms and receipts, zipped for your accountant.

    How · Reports → Tax pack → share link + code.

  • Bereavement pack

    plus

    19 steps for the first days, weeks and months, each linked to the papers it needs.

    How · Planning → Bereavement Pack.

  • Attorney review request

    plus

    Send your gaps and drafts to a lawyer as a code-protected packet.

    How · Library → Request review.

  • Letters to loved ones

    Sealed, encrypted letters released only through emergency access or to the executor.

    How · Planning → Letters to loved ones → Write.

  • Request-based access

    Partner or executor asks for emergency access; you get 7 days to decline, then it releases automatically.

    How · Planning → Request emergency access (partner/executor view).

  • Version history

    Replace a document's file and keep the last 10 versions, each downloadable.

    How · Open a document → Replace file.

  • Emergency break-glass access

    family

    A time-locked link + code for a trusted person; you're emailed the moment it's used.

    How · Planning → Emergency access → Create link.

  • Executor PDF

    Everything your family needs on paper — contacts, wishes, accounts, where things are.

    How · Planning → Download Executor PDF.

  • Invite family

    family

    Email or text a link; they pick their own PIN and land in the vault with the right role.

    How · Shield icon → Family members → Invite.

06

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

    plus

    Spending, 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

    plus

    Spending 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.

Create your vault