Secure Your Legacy with Confidence
Store and manage a digital record of important documents, passwords, and end-of-life plans. Accessible 24/7 in the event of any emergency. Securely and easily, share information about finances, insurance, estate plan and funeral wishes with family and loved ones.
YOUR DOCUMENTS, PROTECTED & READY WHEN NEEDED
What Is the Legacy Vault?
The Legacy Vault is a secure, cloud-based storage solution designed to keep your estate planning documents organized, accessible & safe. Whether you're at home or on the go, your important files are just a click away.
With features like co-owner access, flexible permissions & unlimited uploads, the Legacy Vault ensures that your loved ones can easily find and use the documents they need, when they need them most.
The Ability to Have an Account Co-Owner
Share control of your vault with a trusted individual, ensuring that someone you trust has access to manage your documents alongside you.
Flexible Access for Your Authorized Users
Grant specific permissions to family members, executors or advisors, allowing them to view or manage selected documents as needed.
A Secure, Encrypted Account You Can Trust
Your documents are protected with advanced encryption, safeguarding your sensitive information against unauthorized access.
Unlimited Digital Document Uploads
Store all your estate planning documents in one place, with no limits on the number of files you can upload.
MORE THAN JUST STORAGE
Why Choose the Legacy Vault?
24/7 Access
Retrieve your documents anytime, anywhere.
Version Control
Maintain a history of document changes.
User-Friendly Interface
Navigate and manage your files with ease.
Mobile Compatibility
Access your vault from any device.
Real-Time Updates
Keep your documents current with instant uploads.
Secure Backup
Your data is backed up regularly for safety.
Collaborative Sharing
Work with family or advisors seamlessly.
Dedicated Support
Get assistance whenever you need it.
GOT QUESTIONS?
Need Assistance with Your Vault?
If you have questions about setting up or managing your Legacy Vault, our support team is here to help. Reach out anytime for guidance and peace of mind.
