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.

Bank-grade encryption Share with specific people only
Family Sharing App and Mobile
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The vault

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

Permissions

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.

 
Share individual folders with your estate lawyer without exposing financial records
 
Give adult children read-only access to the documents relevant to them
 
Revoke access immediately if circumstances change
 
Every access event is logged — you always know who viewed what and when

“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
See how permissions work
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Everything included

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.

Families should store wills and estate plans, insurance policies (life, health, home, auto, disability), property and real estate documents (deeds, mortgages, titles), tax returns, medical directives and power of attorney documents, digital account lists, and any documents their estate lawyer, accountant, or family members may need to access in an emergency.
SideDrawer lets the vault owner decide exactly who can access which documents. You can share individual folders with your estate lawyer without exposing financial records, give adult children read-only access to specific documents, and revoke access immediately if circumstances change. Every access event is logged, so you always know who viewed what and when.
SideDrawer offers a free plan for families that includes full vault access for one household. No credit card is required to get started. The free plan provides secure document storage, permission-controlled sharing with trusted contacts, and mobile access on iOS and Android.
SideDrawer is SOC 2 Type II certified and uses bank-grade encryption for all documents at rest and in transit. The platform was built for regulated financial services environments — meaning the security standards exceed what most consumer document storage tools provide. Every document interaction is logged in an immutable audit trail.
SideDrawer supports pre-configured trusted contact access, meaning family members or estate lawyers with designated permissions can access the vault immediately when needed. The vault owner sets up these access controls in advance — so there is no delay in locating critical documents during estate administration.
Get started

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.