VAULT ITEM · v3 · ENCRYPTED
Vanguard rollover IRA
A reference to the actual account at Vanguard — not the password itself. Sam and Jordan get this after verified release; Maya and Noah see it on a milestone trigger.
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Item details FIELDS YOU CAN SHARE OR HIDE
Description & instructions
Attached documents + Attach
Vanguard beneficiary form (signed)
PDF · 3 pp · 412 KB
SIGNED 2024
Add Sam, Maya, Noah
v1
Bereavement instructions (one-pager)
DOCX · 1 pp · 32 KB
REFERENCE
For Sam
v2
JP
Jordan Patel
ATTORNEY · EXECUTOR
AFTER VERIFIED RELEASE
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Note for family SHOWN WITH THE ITEM AT RELEASE
RELEASE PREVIEW
If this item released today
T+0–24h
Two verifiers confirm independently T+48h
Certificate review & admin signoff T+72h
Sam, Jordan, Ellen receive this item
ACTIVITY · 6 ENTRIES
2h AGO Updated beneficiary instructions YOU 5D AGO Reviewed & marked accurate YOU 21D AGO Added Ellen Marsh as recipient YOU 38D AGO Attached beneficiary form PDF YOU Q1 2026 Created from setup wizard YOU
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Who else should receive the Vanguard rollover IRA reference?
Pick the person, then choose when they get it. You can change this anytime.