Legacy Vault Overview
Digital Storage for What is Most Important to You
If something happened to you, would your loved ones know how to access your banking, insurance, or retirement plan information? Would they know the location of your will, estate plan, how to reach your key advisors, or even know your final wishes? Have you left instructions regarding your online or social media accounts?
Surviving family members are often left struggling to untangle the complicated financial life and online presence following the death of a loved one. Gone are the days of sorting through file drawers and dusty file boxes for vital documents.
The Legacy Vault ™ powered by My Life & Wishes is an online planning and storage solution that allows you to keep copies of all your important documents and critical information giving you 24/7 access in the event of any emergency. Take a look at a 2 min. video below.
With The Legacy Vault, your loved ones will have everything in one place, with peace of mind
Features of The Legacy Vault
Security
The Legacy Vault uses AES 256 encryption, the same quality relied on by banks, the military and the U.S. government. The platform also offers the option of adding Multi-Factor Authentication.
Access from Anywhere
With an internet connection and a device, you can access your vault from anywhere in the world 24/7. You can access it during your vacation or in an emergency when you may not be able to reach your physical safe.
Ease of Use
The Legacy Vault is intuitive and easy to understand even for people without much knowledge on technology. In addition, your advisor and My Life and Wishes support are right there for you.
Documents
You can upload and store any documents, including copies of Will, trust, POA, insurance policies, 401k documents, birth certificate, marriage certificate, deed, etc. everything, all in one place.
Financial Info
The financial aspects of your life can be stored with detailed account information, or if you prefer, you can merely list institution names of your accounts. This will help your loved ones a great deal later.
Final Wishes
Your vault has a section for your End of Life wishes where you can leave your wishes such as burial/cremation, memorial service, obituary notes, desired donations, etc.
Add Co-Owner
You can share individual accounts with your spouse or partner as a Co-Owner without any extra charge. Your co-owner will create his/her own login. Each of you will have a clear separate section in the vault.
Add Authorized User
You can add Authorized Users. An authorized user is designated by you to “view only” or “edit” any section or all sections of your site. You have a total control over who can see which information.
Add Videos
You can add videos and store them in your vault! You can leave messages to your loved ones, or any useful information you want to store in a video format. It is such a neat way to convey messages!
Overview Video about The Legacy Vault (4 min.)