Become a Legacy Vault™ Concierge Associate
Deliver clarity.Earn compensation.Build something meaningful.
If you're a notary who believes in the importance of estate organization — and you want to serve your community in a deeper way — this opportunity was built for you.
The Opportunity
A service your community already needs.
Families across the country are unprepared for the moment a loved one passes or becomes incapacitated. Documents are missing. Accounts are unknown. Wishes are unrecorded. As a notary, you already sit at the intersection of legal documents and family trust — you've seen this problem firsthand.
As a Legacy Vault Concierge Associate™, you become the local professional who solves it. You deliver white-glove vault completion services in your community, guided by a proven process, supported by a national platform, and compensated for every client you serve.
"This isn't a side hustle. It's a calling with a compensation structure."
What You'll Do
Serve families. Build your business.
In-Home or Virtual Vault Concierge Services
Deliver 2-Hour Concierge Sessions, 90-Day Vault Completion Journeys as well as On-Demand and Annual Review concierge services in your local area when requested by a client — guiding families through the Legacy Vault™ completion process from start to finish.
Professional Referral Partnerships
Build relationships with estate planning attorneys, financial advisors, CPAs and other professionals in your area who refer their clients to you for vault concierge services.
Trained & Supported
Receive our supportive training and access ongoing support, resources, and a community of fellow associates.
Earn Compensation
Earn and keep full compensation for every vault concierge service you deliver and referral fees for every Legacy Vault™ subscription or membership you help activate. Transparent, straightforward, and tied directly to the value you create.
Who We're Looking For
The right fit matters.
We're selective about who joins our Vault Concierge Associate network — because the families we serve deserve professionals who take this work seriously. If the following describes you, we'd love to hear from you.
Express Your Interest
Tell us about yourself.
This form is the first step to becoming a Legacy Vault® Concierge Associate. We'll review your information and reach out within two business days to schedule an introductory call.