Secure Document Vault: Frequently Asked Questions

EnsureLoc is a secure important document management platform that helps individuals, families, caregivers, and businesses capture, organize, find, and selectively share important records. It supports everyday needs such as purchases, warranties, taxes, caregiving, estate planning, moves, renewals, audits, and emergencies.

What EnsureLoc does not do. EnsureLoc is a self-service important document management platform. EnsureLoc does not inspect, review, verify, organize, modify, interpret, or determine the sufficiency of customer records; prepare, file, negotiate, adjust, approve, or deny insurance claims; provide legal, tax, insurance, financial, medical, or other professional advice; or decide who should receive access to customer records. Customers control their records and sharing.

Google Drive, OneDrive, Dropbox, and similar services are general-purpose file storage and collaboration tools. EnsureLoc is purpose-built for managing important documents. It centers the experience on important document categories, Quick-Add, reminders, and customer-controlled Trusted Connections so records are organized around what they are and why you may need them. EnsureLoc is not claiming to be more secure than those services and does not need to replace every file-storage tool.

100% hands-off customer-record policy. EnsureLoc employees do not open, view, read, inspect, edit, rename, organize, modify, delete, interpret, advise on, or assist with the contents of individual customer records. Employees may provide account or technical support only without accessing record contents. Any action required by law or valid legal process is handled through the appropriate provider or legal authority.

Your secure member portal and standard record organization are provisioned. A secure account-setup email is sent to the address used during enrollment so you can set your password and sign in.

You do. EnsureLoc is self-service. You decide what to upload, how to name it, when to update it, and who may access it.

Quick-Add is the fastest route from the navigation to adding a new record. Choose the record category and open the secure portal to upload it.

Yes. The document checklist, ordered priorities, next-document recommendation, and event checklists can be used without payment. Account-based reminders are available in the secure portal.

Reminders are saved to your EnsureLoc account and appear in the secure portal. Adding a renewal or expiration date can create reminders 60, 30, and 7 days before the date. Email reminders can be sent when email notification is enabled for the reminder. Text-message reminder delivery is not enabled in the current MVP.

Members invite trusted people through the secure portal, choose what they may access, and change or remove access. EnsureLoc does not select recipients or manage permissions.

Each customer is provisioned for a separate workspace. Members should review permissions regularly and report unfamiliar access immediately.

Sign in, open Account, and use Delete Account to submit an account-deletion request. Download any records you want to keep first. Account deletion and refunds are separate; deleting an account does not create a refund.

Member records and available account controls are accessed after secure sign-in. Public website pages do not display individual billing, card, renewal, cancellation, or password information.

Starter Vault is free and includes 500 MB and 1 Trusted Connection. It does not require a payment card. Paid plans add more storage, more Trusted Connections, and additional document-management capabilities. Personal Ready includes 10 GB and 2 Trusted Connections; Home & Family Ready 25 GB and 5; Business Ready 100 GB and 10. For emergency documents, use My Records to open or download individual files and share only the records you choose with Trusted Connections. Plans use a storage allowance rather than a fixed record count.

For paid plans, an initial purchase may be eligible for a full refund within 7 calendar days if no customer record has been uploaded and no Trusted Connection invitation has been sent. Annual-renewal refund requests must be made within 3 calendar days and are subject to the no-material-use terms. One-time packages and add-ons have the limits described in the Terms. Cancellation stops future renewal and does not itself create a retroactive refund. See the Terms & Conditions for the complete policy.

No. EnsureLoc provides a self-service important document management platform and does not prepare, file, negotiate, or advise on insurance claims or provide legal, tax, medical, insurance, or financial advice.