The Legacy Vault™

The Legacy Vault offers secure 24 hours a day 7 days a week access so you and your chosen contacts can reach essential information whenever it is needed. Whether you are updating details or a loved one is looking for guidance the Vault is always available. Our technical support team is also ready to help with account questions login issues or navigation so you can use the Vault with confidence and peace of mind.

The Legacy Vault allows you to securely upload and store essential life documents in one organized location. Users can add wills, trusts, insurance policies, medical directives, account information, final wishes, and other important records with ease. The platform supports multiple file types and keeps everything protected and accessible whenever needed. By centralizing these documents your loved ones will know exactly where to find critical information during difficult moments, reducing stress and confusion.

The Legacy Vault makes it easy to securely upload and organize your most important financial documents. You can store account information, insurance policies, retirement statements, tax records, property details, and other key financial files in one protected space. The platform supports multiple file types and keeps everything encrypted and accessible to you and your chosen contacts. By centralizing these financial documents you ensure that your loved ones can locate vital information quickly and confidently when it matters most.

The Legacy Vault provides a secure space for veterans and their families to upload and organize important benefits related documents. You can store DD214 forms, service records, VA award letters, disability documentation, burial benefits information, and other essential files in one protected location. Keeping these documents together ensures that your loved ones can easily locate what they need when applying for benefits or handling future arrangements. This organization brings clarity, reduces stress, and helps preserve the full value of your earned veteran benefits.

The Legacy Vault’s Video Vault feature allows you to securely save and share personal recordings that preserve your stories and memories. Families can store recipe walk throughs, ancestry reflections, messages for future generations, holiday traditions, personal histories, and other meaningful videos in one protected space. These recordings become part of your legacy, giving loved ones a way to hear your voice, see your expressions, and connect with the moments and stories that matter most.

The Legacy Vault supports thoughtful end of life planning by giving you a secure place to organize key instructions and personal wishes. You can store final arrangement preferences, memorial details, important contacts, service instructions, letters to loved ones, and other guidance your family will need. Keeping these details in one protected location reduces uncertainty, eases decision making during a difficult time, and ensures your choices are known and respected when it matters most.

The Legacy Vault offers a unique option for spouses and partners to join under the same household while still maintaining completely separate and private accounts. Each person has their own secure Vault, their own login, and full control over what they choose to share. This setup allows couples to organize their information side by side without mixing documents or preferences. It creates clarity for both partners while protecting privacy and ensuring that each individual’s wishes stay clearly defined.

The Legacy Vault includes an Authorized User feature that allows you to designate a trusted person who can access your Vault when the time comes. You remain in full control of who is chosen and what they can see. Your Authorized User will only receive access when it is needed, ensuring your information stays private until the appropriate time. This feature provides clarity, reduces uncertainty for loved ones, and ensures your wishes can be followed with confidence.