Know exactly what documents you need
Answer 7 quick questions and we'll show you exactly what matters for your situation, helping you skip the guesswork and focus on what's important.
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Generic checklists don't work for everyone
Generic guides often give you 50+ items, causing you to spend hours on irrelevant documents while potentially missing the critical ones that actually matter for your situation.
Problem #1
"50+ documents, most irrelevant to your situation. Overwhelming and unhelpful."
Problem #2
"You spend time on low-impact documents while potentially missing the critical ones that matter most."
Problem #3
"Too many options can make it difficult to know where to start with your planning."
7 questions, one personalized action plan
Based on your age, family situation, and assets, you'll get a prioritized list of documents with templates and step-by-step guidance for each one.
https://dash.eternalvault.app/personalize
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Your priorities change as life changes
Single professionals need different documents than parents or retirees.
Priorities shift at each stage.
Young Professional
26, Single, Renting
Personal ID Documents High
Basic Financial Accounts High
Professional Licenses Medium
Guardian Designation N/A
New Parents
32, Married, 1 Child
Guardian Designation Urgent
Life Insurance Urgent
Updated Will Urgent
Property Insurance High
Pre-Retirement
58, Married, Assets
Medical Directives Urgent
Trust Documents High
Retirement Accounts High
Tax Records Medium
