Give your family CLARITY, not chaos, when it matters most.
The My Life & Wishes® Legacy Vault™ — your family's complete estate roadmap, organized and ready when they need it.
✦ Official Partner of My Life and Wishes®
The My Life & Wishes® Legacy Vault™
If something happened to you tonight, would your family know
exactly where everything is… and what to do?
Most families don't struggle because they lack love or planning — they struggle because no one answered the life questions. Where's the will? Which bank? What are the passwords? Who's the CPA? A will tells people who gets what. It doesn't tell them where to find it. The Legacy Vault™ powered by My Life and Wishes® is a secure digital platform where you organize the documents, accounts, and wishes your family will need — before they need them. No more searching through filing cabinets in a moment of crisis. No more guessing at passwords or wondering where the will is kept.
- ✓Estate documents — wills, trusts, powers of attorney
- ✓Financial accounts — banks, investments, insurance policies
- ✓Digital access — passwords, accounts, subscriptions
- ✓Medical information — providers, medications, directives
- ✓Final wishes — funeral preferences, personal messages, legacy letters
What is the Legacy Vault?
Who We Serve
Thoughtfully designed for two audiences.
INDIVIDUALS & FAMILIES
Organize what matters, on your own timeline — or with help when you want it.
Whether you're planning ahead for your own family or helping an aging parent get organized, the Legacy Vault™ gives you a secure, structured place to bring everything together with authorized access — documents, accounts, wishes, and more — so your family has exactly what they need, exactly when they need it.
Explore the Legacy Vault™
PROFESSIONALS & ADVISORS
Offer your clients a legacy planning solution they'll thank you for.
Financial advisors, estate planning attorneys, CPAs and other professionals trust us to extend their client relationships with a white-glove Legacy Vault™ document concierge service that complements their own expertise — and keeps their clients coming back.
Partner With UsThe Vault Concierge Difference
“We don't just hand you a portal — we walk every step alongside you.”
Most digital tools leave you on your own. We believe legacy planning deserves a human touch. Your personal Vault Concierge guides you through every section of your vault, answers your questions, and ensures nothing important is left out. This is white-glove service — not a DIY checklist.
“Because ‘I know they had it somewhere’ isn’t a plan.”
AES-256 Encryption
Your vault data is protected with AES-256 encryption at rest and in transit. The level of security relied on by banks, the military and the U.S. government.
Advisor & Institution Ready
The Legacy Vault meets the compliance standards financial advisors and institutions require, so it fits seamlessly into your existing planning team.
Built for High-Risk Professions
Military service members, law enforcement officers, and first responders face higher-than-average risk. The Legacy Vault™ ensures your family has clear, secure access to everything they need — no matter what happens on duty.
Guided, Not DIY
If requested, a trained Vault Concierge walks you through every section — in person or virtually — so your vault gets finished, not just started.
Private, Yet Always Accessible
Your information stays private by default, yet instantly available to the people you authorize the moment they need it.
Your family deserves a plan, not a puzzle.
Schedule a complimentary My Life and Wishes® Legacy Vault™ consultation today.