We've provided five categories to help you organize your Assets: Accounts + Investments, Insurance Policies, Properties, Vehicles, and Collectibles. Within each, we've offered a selection of types to help get you started.

No matter how big or how small your legacy may be... whether measured in sentimental or monetary value... it's yours to direct. Snap it. Describe it. Tag it. Only YOU decide who can see your assets and your plans for them.

You can attach digital copies of related files (e.g. receipts, statements, certificates of authenticity, etc) to each individual Asset that you catalogue. Be sure to include personalized notes for your Beneficiaries. In many cases they are going to require the original paperwork, so try to be as thorough as possible.

Easily assign Assets to the Beneficiaries —or Charities— of your choice. Remember, only YOU decide who can see your Assets and your plans for them.

Review the contents of your vault at a glance! Your custom Reports will appear as soon as you've populated any Assets and they will dynamically update, as your plans evolve, as you 'fill your vault'! Get the most out of XV by sharing reports with a trusted Advisor.

Your privacy is of the utmost importance to us. Visibility of everything you have documented, catalogued, and assigned —in your vault— is turned OFF by default. You may choose to enable "view-only" access for specific family members, friends, or trusted advisors. Each will require their own XV account in order to view any information you have allowed them to see.