Everything your family needs — organized, protected, accessible.
One vault for every document that matters: wills, insurance policies, property records, tax returns, estate plans. Accessible to the people you trust. Protected from everyone else.


One place for every document that matters.
No more searching through filing cabinets, email chains, or five different cloud drives. SideDrawer organizes everything in a structured vault — by category, by relationship, by what matters most.
Wills & Estate Plans
Current versions
Insurance Policies
Life, health, home, auto
Property & Real Estate
Deeds, mortgages, titles
Tax Returns
Prior years, organized by date
Medical Directives & POA
Healthcare decisions & POAs
Digital Accounts
Account lists for family access
You decide who sees what — and when.
SideDrawer lets you share specific documents with specific people — each with their own access level. Your estate lawyer doesn’t need to see your financial records. Your adult children don’t need to see your medical directives. You control the boundaries.
“The beauty of the collaboration is that we can set those levels of connection with family members so that we encourage families to have this level of transparency.”
— Frank Gasper, CSR Wealth
Everything you need to protect what matters most
Built for families. Secured to the standard of the financial institutions that trust it.
Estate Planning
Wills, trusts, beneficiary designations — organized and accessible to the right people at the right time.
Insurance & Benefits
Every policy in one place. Life, health, home, auto, disability — with contact and claim information.
Tax Records
Years of returns and supporting documents — ready for accountants, audits, or estate accountings.
Property & Assets
Deeds, titles, mortgages, vehicle registrations, and other asset records in one structured vault.
Trusted Contacts
Share the right documents with your lawyer, accountant, spouse, or children — each with their own access level.
Mobile Access
iOS and Android apps. Access your vault from any device — or give family members access from theirs.
Common questions about
SideDrawer for families
What families and estate professionals ask most often.
Start protecting your family’s documents today
SideDrawer is free for families. Set up your vault in minutes — no credit card required.
Free plan includes full vault access for one organizer.