Vanilla Safe

When something happens, open the app and know exactly what to do. State-specific, step-by-step guidance walks you through the right actions in the right order: medical emergency, death, or urgent document access. No panic. No waiting for a call back. What's inside your Legacy Safe Key Documents — Wills, trusts, powers of attorney, and healthcare directives, stored securely and accessible to the right family members when needed Key People — Invite and manage your own first-call contacts, family members, and fiduciaries. The right people named and ready before a crisis hits Account Information — Pre-populated from Vanilla where available, or link accounts directly via Plaid. A complete financial picture from day one Take Action — State-specific, step-by-step guidance for any emergency: medical crisis, death, or urgent document access. Guided through exactly what to do and who to call first