Become a Legacy Vault™ Referral Associate
Share the vault.Earn every time you do.
No certification needed. Just a genuine belief in what the Legacy Vault™ does for families — and a network of people who need it.No certification needed. Just a genuine belief in what the Legacy Vault™ does for families — and a network of people who need it.
The Simplest Way to Participate
Refer. Earn. Repeat.
The Legacy Vault™ Referral Associate program is for people who recognize the value of estate organization and want to share it — without taking on the hands-on coaching work. You refer families, professionals, or anyone who could benefit from the Legacy Vault™, and you earn compensation when they create a Vault account.
Whether you're a notary, a legal document preparer, a real estate agent, a Certified Senior Care Advisor, a financial professional, or simply someone who cares about families being prepared — if you have a network and a heart for this mission, you belong here.
"You don't have to offer concierge services. You just have to know who needs it."
How It Works
Three steps. Real compensation.
Share the Legacy Vault™
Introduce families, clients, or your community to the Legacy Vault™ using your unique promo code or by connecting them directly with our team.
They Subscribe or Join
When someone you refer activates a Legacy Vault™ account, your referral is tracked and credited to your account automatically.
You Earn
Receive compensation monthly for every initial purchase of a yearly subscription or Lifetime Membership you generate. Transparent, straightforward, and tied directly to the value you create.
Who This Is For
If you know people who need this, you qualify.
Notaries & Legal Document Preparers
You already sit at the table when families sign important documents. The Legacy Vault™ is the natural next step you can offer.
Real Estate & Senior Care Professionals
Life transitions — buying a home, moving to assisted living — are exactly when families realize they're unprepared. You can change that.
Financial & Insurance Professionals
Your clients have the assets. The Legacy Vault™ ensures their families can find them when it matters most.
Community Champions & Connectors
Faith leaders, community organizers, caregivers — anyone who serves families and understands the cost of being unprepared.
Referral vs. Concierge Associate
Know the difference.
Choose your path.
Some people want to do the vault concierge work — guiding families through the full completion process. That's our Concierge Associate program. Referral Associates simply refer and earn. You can always upgrade to Concierge Associate later if you want to go deeper.
Express Your Interest
Tell us a little about yourself.
Fill out the form below and we'll be in touch within two business days with next steps and your referral details.