READY WHEN THEY NEED IT
WHEN the unexpected happens, your family, business partners, or employees shouldn't have to search for answers in the great big void you left.
WhenVault is the guided binder system that puts every document, account, password, and final wish your loved ones will need — in one place, in the right order, ready the day they need it.
When a parent or partner dies — or simply can't speak for themselves — most families spend the first week tearing through filing cabinets, email inboxes, and shoeboxes looking for things that should have been findable in five minutes.
Bank accounts. Insurance policies. The deed. The password to the phone. The funeral preferences. The name of the lawyer. By the time it surfaces, decisions have been made that can't be undone.
Each WhenVault arrives as a guided physical binder with clear sections inside. No login required, no subscription, no app to download.
The prompts walk you through everything that matters: identity, accounts, property, healthcare, digital life, final wishes. Take an evening or take a month.
When the moment comes, your family opens the binder and finds answers — not questions.
You don't have a spouse to fill in the gaps. WhenVault makes sure whoever has to step in — sibling, child, friend, executor — can do it without guesswork.
You've talked about it. Now it's written down. Two binders so each of you is documented in your own words, side by side.
A separate Business Continuity Binder for every entity. Your operating instructions, key contacts, banking, vendor list, succession plan — everything a partner, family member, or successor needs to keep the business running.
Identity & vital records — IDs, certificates, citizenship documents
Accounts & assets — banking, brokerage, retirement, real property
Insurance — life, health, auto, home, umbrella
Estate documents — will, trust, POA, healthcare directive, beneficiaries
Digital life — email, password vault, devices, social, cloud storage
Healthcare — providers, prescriptions, allergies, advance directives
Final wishes — funeral, burial, memorial preferences
People to call — attorney, CPA, financial advisor, executor, family
Recurring obligations — bills, subscriptions, memberships
Letters & messages — what you want said, to whom, when
WhenVault is built by Winkelman Law Firm, Inc. — decades of experience as corporate counsel; representing publicly traded and private financial institutions; business advising and succession planning; litigation; advanced estate planning; and private family banking trusts. Every section and every prompt is shaped by what we have seen real families, partners, and successors miss.
No. You buy the binder once, you own it forever. There is no app, no login, no recurring fee.
No. The prompts are written so a non-lawyer can complete every section. If you want professional review, the Free Family Wealth Planning Session certificate (included with every package, for WA residents) lets you sit down with Winkelman Law Firm.
The Personal Binder covers you as an individual — identity, accounts, healthcare, final wishes. The Business Continuity Binder covers one business entity — operating procedures, key contacts, banking, vendor list, succession plan. Couples need two Personal Binders. Business owners need one Business Binder per entity.
Pick the WhenVault that fits your household. Have it on your shelf this week.
