Family

Digital Legacy Vault Family Plan: how it works

A plain-language overview of the Family Plan: what’s included, how invitations work, and what stays private for each family member.

5 min readMay 1, 2026Author: Marvinfamily planbillingprivacydigital estate planning
Digital Legacy Vault Family Plan: how it works article cover image

What the Family Plan is

The Family Plan is a way for one person to cover billing for up to five people.

Each person still has their own account and their own vault.

What the Family Plan is not

It is not a shared vault where everyone can see everything.

Family members do not automatically get access to each other’s vault items just because they are in the same plan.

Vault access is still governed by:

  • who you add as trusted contacts
  • which collections those contacts can ever receive
  • your release rules and confirmations

If you want a refresher on roles, read how to choose trusted contacts for digital inheritance.

Essentials vs Plus (included tiers)

When you create a Family Plan, you pick an included tier for members.

To compare what each tier includes, use:

Who can manage the plan

The plan has an owner who can:

  • start or restart billing
  • invite and remove members
  • see seat usage

Members can use the vault normally, but they do not manage the family billing.

What happens if the plan ends

If the Family Plan is cancelled or deleted:

  • family members keep their accounts and vault data
  • included limits may revert to what each member is individually eligible for

If someone needs higher limits after the plan ends, they can switch to an individual plan.

A simple way to start

Start small:

  • add one or two members first
  • make sure each person sets at least one trusted contact
  • create one “Emergency access” collection per person with the most important records

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