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Vault Release Request (Keyholder® Only)

Release of a vault owner’s vault after their passing, following a review process with specific rules and cancelation options.

Updated over 2 weeks ago

When a loved one passes away, we know the process of locating and navigating through their essential documents and information can be difficult. We recognize this challenge and offer a solution to help alleviate this burden on family, friends, or trusted advisors.

In the event of a vault owner’s passing, a designated individual - a keyholder, can request the release of a vault owner’s vault. When a request is made, a detailed review process is initiated. A vault will not be released to a keyholder if the vault contains a living co-owner.

Vault Release Request

To request the release of a vault, a keyholder will need to log into Prisidio and switch to the vault owner’s vault. This can be done by selecting the vault switcher drop down tool on the top navigation menu and choosing the vault they wish to have released. After switching vaults, note the blue banner that indicates keyholder status.

Select the gear icon on the top navigation menu. Under Digital Vault Details, select the button to request the release of the vault. At the Request Vault Release modal, choose Request Release.

  • Attempts will be made to contact the keyholder, as well as the vault owner, and a co-owner if applicable.

  • Once the review process has been completed, the vault will be released, and the requestor will gain view only access to everything in the vault for a limited time.

Please note that because of our thorough review process, the release of a vault may take up to two weeks.

Vault Release Request Details

  • If a vault has a living co-owner, the vault will not be released to a keyholder.

  • If a vault owner and co-owner have both passed away, the vault can be released to the keyholder after a thorough review process.

  • To release a vault, we require an official death certificate, which must be mailed to us in its original certified form. Photocopies, scans, or unofficial versions cannot be accepted. The certificate must include the appropriate government seal or stamp to verify its authenticity.

An official death certificate should be mailed to:

Prisidio

4850 Tamiami Trail North

Suite 301

Naples, FL 34103

Vault Release Cancelation

If a vault release request is made in error, the request can be canceled.

To cancel a request, a user can navigate to the Vault Settings section and select Digital Vault Details. Selecting the red Cancel Request button will immediately halt the release process. If necessary, a vault release request can be made at a later date.

Vault Release Cancelation Rules

  • A vault owner, co-owner, or keyholder can cancel any vault release request.

  • A new vault release request can be made at any time after a vault release request has been canceled.

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