When a loved one passes away, locating and navigating their essential documents and information can be difficult. Prisidio offers a vault transfer process to help ease this burden.
This process is designed specifically for co-owners. Unlike the vault release process (used by Keyholders®), a vault transfer results in a transfer of vault ownership, including the items contained within, and gives the co-owner the ability to manage billing for the vault.
To request the transfer of a vault:
Log into Prisidio.
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 transferred. After switching vaults, note the blue banner that indicates co-owner status.
Go to the Vault Settings section by selecting the gear icon on the top navigation menu.
Under Vault Settings, select Digital Vault Details to request the transfer of this vault.
Please note that because of our thorough review process, the transfer of a vault may take up to two weeks.
Vault Transfer Request Details
• A vault can only be transferred to an existing co-owner.
• Attempts will be made to contact the vault owner.
• A requesting co-owner will be required to verify their identity during a video conference session.
• To transfer 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.
Once the review process has been completed, the vault will be transferred, and the requestor will become the owner of the vault as well as the owner of any items previously owned by the deceased vault owner.
An official death certificate should be mailed to:
Prisidio
4850 Tamiami Trail North
Suite 301
Naples, FL 34103
Vault Transfer Cancelation
If a vault transfer request is made in error, the request can be canceled.
To cancel a request of a vault transfer:
Log into Prisidio.
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 appropriate vault. After switching vaults, note the blue banner that indicates co-owner status.
Navigate to the Vault Settings section by selecting the gear icon and select Digital Vault Details.
Select the View Details button.
Selecting the red Cancel Request button will immediately halt the transfer process.
Vault Transfer Cancellation Details
A vault owner or co-owner can cancel any vault transfer request.
A new vault transfer request can be made at any time after a vault transfer request has been cancelled.