Professional Referral Partners
You build the plan. We make it usable when it matters.
The Legacy Vault™ provides CLARITY by turning your clients' plans, documents, accounts, wishes, and instructions into something their families can actually find, access, and use at a time when it matters most.
The Clarity Gap™
A complete plan doesn't guarantee a family can use it.
You've done your job. The will is signed. The trust is funded. The beneficiary designations are updated. But when a crisis hits — a sudden illness, an unexpected death — families are left searching. Where is the will? Who is the financial advisor? What accounts exist? What were their wishes? How and where do we access any of it?
This is the Clarity Gap™: the distance between a technically complete estate plan and a family that can actually navigate it. The My Life & Wishes® Legacy Vault™ bridges that gap — organizing every document, account, contact, and wish into one secure, accessible place.
7 in 10
OF FAMILIES
cannot locate key estate documents when they need them most.
Source: AARP Public Policy Institute, "Preparing for Incapacity," 2021
400+ hrs
AVERAGE TIME
families spend settling an estate without organized records.
Source: American Bar Association, Estate Administration Survey, 2020
9 in 10
OF ADVISORS
say clients are unprepared to handle a family member's financial affairs.
Source: Fidelity Investments, "Intra-Family Wealth Transfer Study," 2022
Share with your clients:
"The Clarity Gap:
A Family Guide to Protecting the People You Love"Share with your clients: "The Clarity Gap:
A Family Guide to Protecting the People You Love"
Get "The Clarity Gap"THIS ISN'T ANOTHER PORTAL.
You already have a portal. This isn't one.
Client portals are built for logins; a place for your client to check statements, download documents, or message your team while they're alive and able to use them. The Legacy Vault™ is built for the moment they can't. When a client dies or becomes incapacitated, their family doesn't need one more password to guess at. They need a single, immediate point of access, to whatever document or information they need, on the day they need it most.
The Legacy Vault™ doesn't compete with the tools you already use. It picks up exactly where they stop working — the moment your client is no longer the one logging in.
Your portal serves the client. The Legacy Vault™ serves the family left behind.
Built for Your Professional Services
Why professionals partner with us.
ESTATE PLANNING ATTORNEYS
Your documents deserve a home that survives the filing cabinet.
You draft the will, the trust, the powers of attorney. But once the client walks out the door, those documents are only as useful as the family's ability to find them. The Legacy Vault™ ensures your work is accessible when it matters — and reflects well on your practice long after the engagement ends.
Strengthens client relationships and generates referrals back to your firm.
FINANCIAL ADVISORS
Give your clients a plan they can actually hand to their family.
You manage the assets. But does your client's family know where those assets are, who holds them, or how to access them? The Legacy Vault™ organizes account information, beneficiary designations, and financial contacts in one place — so your work isn't lost in a moment of crisis.
Deepens client loyalty and positions you as a holistic planning partner.
CPAS & TAX PROFESSIONALS
Help clients organize the financial picture you already see.
You see the full financial landscape — income, assets, liabilities, entities. Your clients trust you with their most sensitive information. Referring the Legacy Vault™ extends that trust into a service that organizes what you already know they need — and keeps you top of mind year-round.
Adds value between tax seasons and reinforces your role as a trusted advisor.
OTHER TRUSTED PROFESSIONALS
You're often there for life's biggest transitions — before, during, and after.
Real estate professionals, lenders, funeral directors, Certified Senior Care Advisors, and other trusted professionals are often the first call families make during a move, a loan, a loss, or a care transition. The Legacy Vault™ gives you a simple way to help your clients get organized — and become the professional they remember for going beyond the transaction.
Builds trust at pivotal moments and creates a natural value-add for your clients.
"No liability. No pressure. No change to how you run your business."
Referring the Legacy Vault™ is simply sharing a resource your clients need — not managing a product, nor a platform, nor taking on any new responsibility. You share, we handle everything else: onboarding, coaching, support, and ongoing client care. Referral compensation may be available depending on your profession's compliance guidelines, but it's never a requirement of the partnership.
Compliance
Built with the compliance needs of financial professionals in mind.
We understand that compliance is non-negotiable — and we've done the work to make this referral straightforward for advisors operating under broker-dealer oversight.
COMPLIANCE NOTE
A Compliance Review Package is available for download below for your firm's independent review.
Get in Touch
Let's have a conversation.
Tell us a little about your professional services and we'll follow up within one business day.