Trusted Contact Vault Report

Sample Vault Report

This is what your Trusted Contact receives

When your Say It Last trigger is activated, your Trusted Contact does not get a mystery, a mess, or a pile of guesses. They get clarity.

“I wish I would have known.”

Say It Last is built for the details families often wish they had later — who to call, where the documents are, what to do with the pets, and even where someone wanted their ashes placed.

This sample uses mock information only. In real life, the report is private, user-controlled, and released only when your Say It Last trigger is activated and securely unlocked by your Trusted Contact.

Trusted Contact Vault Report

Prepared in advance. Released only when needed.

Secure Preview
Recipient Trusted Contact
Release After trigger
Purpose Clear next steps
01

Immediate Next Steps

A practical place to start when everything feels urgent.

Estate attorney: [Attorney name / law office / phone]
Executor or family lead: [Name / relationship / phone]
Important documents: [Will, POA, advance directive, death certificate instructions]
Prevents: “Who do I call first?”
02

Important Contacts

People who may need to be notified or asked for help.

Family contact: [Name / phone]
Close friend or neighbor: [Name / phone]
Doctor or care provider: [Provider / office / phone]
Prevents: “Who else should know?”
03

Pets & Care Instructions

Care details so pets are not overlooked during a stressful time.

Veterinarian: [Clinic name / phone]
Pet routine: [Food, medication, walk schedule, special needs]
Preferred caregiver: [Who should take or check on the pet]
Prevents: “What happens to the pets?”
04

Accounts, Bills & Subscriptions

Ongoing items that may need attention, transfer, or cancellation.

Monthly bills: [Mortgage, utilities, insurance, phone]
Subscriptions: [Streaming, memberships, apps, recurring charges]
Financial notes: [Advisor contact or account guidance location]
Prevents: “What keeps charging every month?”
05

Documents & Reminders

Helpful notes that keep people from searching blindly.

Key documents: [Safe, folder, attorney office, or cloud location]
Home instructions: [Alarm, keys, utilities, vehicles, property access]
Digital access notes: [Password manager or emergency access instructions]
Prevents: “Where would they keep that?”
06

Final Wishes & Personal Notes

The personal guidance people often wish they had known.

Final wishes: [Burial, cremation, memorial, obituary preferences]
Ashes or resting place: [Where ashes should be placed, scattered, kept, or who should decide]
Messages: [Personal notes for loved ones]
Prevents: “I wish I knew what they wanted.”

Sample report shown with mock data. No real names, account numbers, passwords, or personal details are displayed.

Handled. Decided. Safe.

Say It Last gives your Trusted Contact a clear place to start, so the people you love are not left guessing when it matters most.

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