Platinum Year 1 → Gold Year 2

Two full years of digital vault protection with built-in savings.

This plan provides comprehensive concierge-level setup in year one, followed by continued protection and organization in year two.

✔ Unlimited secure digital storage

✔ Unlimited Autopilot™

✔ Business document organization (LLCs, C-Corp, S-Corp, K1s, etc.)

✔ Filing & compliance reminders

✔ Secure document access from anywhere

✔ Priority support

✔ Dedicated family concierge

✔ White-glove onboarding and structured setup

✔ Priority Autopilot™ AI

✔ Controlled access and legacy planning

✔ Life-moments personalization

✔ Unlimited items

✔ Unlimited Autopilot™

✔ Business document organization

✔ Filing reminders

✔ Secure document access

✔ Priority support

Save 15% when you prepay for two years.

Ideal for families who want full-service implementation in year one and structured ongoing protection in year two.