WhenVault Family Office

First Run Reservations OpenShips within 2 weeks of order. The image above shows the binder cover artwork; product photography follows once first-run units are in hand.

For business owners and complex households. Because your business needs a continuity plan too.

If you own a business, your estate plan covers ownership succession. It does not tell your family — or your key employees — where the payroll portal login is. It does not document your vendor relationships, software subscriptions, banking contacts, or the operational knowledge only you currently hold. When you are no longer there to guide things, your business needs a practical roadmap just as much as your household does.

WhenVault Family Office includes two individual continuity planners plus two dedicated Business Continuity Binders — separate, guided systems for documenting everything an owner's family, partner, or successor needs to keep the business (or businesses) functioning when the owner cannot.

What's included

• 2 individual WhenVault planners (full household continuity for two people)
• 2 WhenVault Business Continuity Binders (covers up to two business entities)
• Business banking, payroll, and accounting portal access section
• Vendor, supplier, and contractor contact guide
• Key employee contacts and operational responsibilities
• Business insurance, licenses, and entity document locations
• Software subscriptions and platform access inventory
• Tax portal and advisor contact guide
• Business succession first-steps note
• Annual update prompts for all components

Own more than two businesses?

Add a Business Continuity Binder for each additional entity beyond the two included. See the WhenVault Additional Business Binder add-on.