Our brand new website is set to launch mid-July 2025!
Our brand new website is set to launch mid-July 2025!
The Legacy Vault™ is accessible 24/7 from anywhere with an internet connection. Whether you are at home or traveling, your important documents and information are always just a secure login away. There is no need to dig through file cabinets or contact multiple family members. Everything is organized and ready when needed.
Security is a top priority in the Legacy Vault™. Your data is protected using AES 256-bit encryption, which is the same level of security trusted by banks and the military. With strong authentication measures and privacy settings, your personal and financial information stays safe and accessible only to the people you trust.
You can safely store wills, powers of attorney, healthcare directives, deeds, insurance policies, and other essential documents in one place. The Legacy Vault™ helps keep everything organized so your family does not have to search through piles of paperwork. Documents are clearly labeled, securely stored, and ready when they are needed most.
You decide who can access your Legacy Vault™ and what they can view. Whether it is a family member, attorney, or trusted advisor, you can provide access temporarily or permanently. This ensures that only the right people see what they need without compromising your privacy or security.
The Video Vault lets you record and store personal video messages for your loved ones. Share your wishes, tell stories, or offer encouragement in your own words and voice. These heartfelt messages become meaningful keepsakes that your family can return to for comfort and connection.
Organize and store your banking details, investment accounts, insurance policies, and other financial records in one secure location. The Legacy Vault™ gives your loved ones or executor clear direction during a difficult time and eliminates the stress of trying to locate critical financial information on their own.
This Legacy Vault™ introductory video offers a quick look at how this secure platform helps you organize and store your most important documents, account details, and personal wishes in one digital location. In just a few minutes, it shows how simple, secure, and essential it is to protect your legacy and ease the burden on your loved ones.
In this video you will meet Tammy who shares her story as a daughter left overwhelmed after her mother's unexpected passing. Without access to documents, passwords, or final wishes, Tammy faced confusion and stress during an already painful time. This video highlights why organizing your affairs in the Legacy Vault™ can make a world of difference for the people you love.
We love our customers, so feel free to call during normal business hours.
Open today | 09:00 am – 09:00 pm |
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