Guide

Preparing your beneficiary

Four steps, about fifteen minutes. Done once, checked yearly.

Step 01

Name your beneficiary in the app

Open your vault, go to the Beneficiaries section, and add the person you trust. That's what connects a future claim to your vault. Your beneficiary is not notified — they can't see they've been designated, and nothing changes for them today.

Step 02

Store your vault password with your estate documents

Your vault password is what the claim process asks your beneficiary for — it's the key they will actually type in. Write it down, seal it, and store it where your estate documents live:

Label it so your beneficiary knows what it opens — something like “NestVault vault password — needed to unlock our family vault at mynestvault.com.” A key nobody can find, or nobody recognizes, doesn't help anyone. Store your recovery code alongside it as your own backup.

If you ever change your vault password, update this envelope the same day. An estate document holding your old password is as useless as no document at all.

Physical valuables belong in the vault too — location and access instructions are what your beneficiary will need.

Step 03

Tell them NestVault exists

One conversation: “Our family's documents are in an encrypted vault at mynestvault.com. If something happens to me, what unlocks it is in the fireproof box.” That's the whole script. They don't need an account, a password, or a walkthrough today — they just need to know the vault exists and where the key lives.

Step 04

What happens when a claim is made

If the day comes, your beneficiary goes to mynestvault.com/claim and submits a claim with a death certificate and their government-issued ID. We verify their identity and review every claim manually — no automatic approvals. If the claim is approved, they receive access to your encrypted vault data.

Then your vault password does the real work: during setup, your beneficiary enters it to decrypt the vault in their browser. NestVault never has your vault password or recovery code, so we cannot unlock your data for anyone — including an approved beneficiary. That's not a limitation we plan to fix; it's the reason your vault is private in the first place.

The short version: we verify who they are and release the encrypted data. The vault password you stored in step 2 is what opens it. Both halves have to work — which is why the fifteen minutes above matter.