The My Life & Wishes® Legacy Vault™
Your life. Organized. Protected. Ready.
Because your family deserves clarity, not chaos.
A secure, cloud-based platform where your most important documents, accounts, contacts, and final wishes live — organized, protected, and accessible to the people you love when they need it most.
What It Is
Not a replacement. A completion.
Your attorney drafted the will. Your financial advisor manages the assets. Your CPA knows the full picture. Your life insurance agent knows you have a robust policy. But none of that work is useful to your family if they can't find it, access it, or understand it in a moment of crisis.
The Legacy Vault is the secure, organized home where all of it lives — documents, accounts, contacts, passwords, medical information, and your final wishes — ready for the people you love, exactly when they need it. It complements the work of every professional in your life. It replaces none of them.
"A complete estate plan is only as useful as your family’s ability to find and understand it."
According to the NAIC (National Association of Insurance Commissioners), millions of dollars in life insurance benefits go unclaimed every year because families don't know a policy exists or don't know where to find it.
What You'll Organize
Everything in one place. Nothing left to chance. Result? Clarity!
Estate Documents
Wills, trusts, powers of attorney, and other essential legal records.
Financial Accounts
Banking, investments, retirement accounts, and key financial details.
Insurance Policies
Life, health, home, auto, and other policy information.
Passwords & Digital Access
Secure access details for important online accounts and services.
Family & Professional Contacts
The people your family may need to reach, all in one place.
Medical Information
Health history, care preferences, providers, and important records.
Legacy Video Recordings
Personal messages, stories, and guidance for the people you love.
Final Wishes
Funeral preferences, personal wishes, and the details that matter most.
Avoid The Clarity Gap™: the distance between a technically complete estate plan and a family that can actually navigate it.
Download "The Clarity Gap: A Family Guide to Protecting the People You Love."
Get "The Clarity Gap"Security
Protected by design.
The Legacy Vault™ is built on enterprise-grade security infrastructure. Your information is never sold, never shared, and never accessible to anyone you haven't explicitly authorized.
Secure encryption
Your data is encrypted at rest and in transit using the same standard trusted by banks, the military and the U.S. government.
Controlled access
My Life and Wishes® cannot read your vault contents. Encryption and decryption happen on your device — your keys, your data.
Authorize Specific Users
Keep important details available to the right people.
Secure Unlimited Document Storage
Upload and store unlimited scanned PDF format documents directly in your vault with the same encryption protection.
Private by default
Your personal information stays private and protected.
Available when needed
Access your vault from anywhere, whenever life calls for it.
See It in Action
Legacy Vault™ Tour
Plans & Pricing
Choose the plan that fits your family.
Secure, organized access to the information that matters most.
YEARLY ACCESS
A secure home for your family’s essential information.
- Unlimited PDF document storage
- Authorized User access
- All Legacy Vault categories
- AES-256 encryption
Annual subscriptions may be upgraded to Lifetime Access for a prorated rate within the first 90 days.
Choose AnnualLIFETIME ACCESS
The complete Legacy Vault™ experience, yours for life.
- Unlimited PDF document storage
- Authorized User access
- All Legacy Vault categories
- AES-256 encryption
Veterans, Military, Seniors, First Responders and Educators qualify for a discount.
Verify your status before purchasing. Promo codes are shared via text.
FAQs
Questions answered. Before you ask.
Give your family the gift of clarity.
Start organizing the details that matter most today.