Vault Concierge Services
Your Vault. Completed.
We don't just hand you a platform and wish you luck. A Vault Concierge guides you through every section — virtually or in your home, at your pace — until your Legacy Vault™ is complete, organized, and ready for the people you love.
What a Vault Concierge Does
White-glove guidance,
start to finish.White-glove guidance, start to finish.
Most people know they need to get organized. Few actually do it. Not because they don't care, but because it feels overwhelming. A Vault Concierge removes that disconnect entirely. We come to you, sit with you, and walk through every section of your Legacy Vault™ together. Virtual services available.
Your Vault Concierge is a trained Legacy Vault™ Concierge Associate — a local professional who understands both the platform and the emotional weight of this work. They bring patience, expertise, and a structured process that turns an overwhelming task into a completed gift for your family.
"You don't have to do this alone. That's exactly why we exist."
Who Can Use This Service?
Every stage of life deserves a completed vault.
Whether you're just starting out or planning your legacy, a Vault Concierge meets you exactly where you are. What if everyone started out on their adult life journey with their own Legacy Vault™? Click a stage below to see everything a Vault at that point in life is likely to include — building on everything from the stages before it.
Young AdultsThe Basics
- Identification documentsNEW
- Legal documents (Power of Attorney)NEW
- InsuranceNEW
- EmploymentNEW
- Financial accountsNEW
- Digital accountsNEW
- Medical informationNEW
- Education informationNEW
- VehicleNEW
- Emergency ContactsNEW
- Family ContactsNEW
Newlywed / Young CoupleThe Basics +
- Identification documents
- Legal documents (Power of Attorney)
- Marriage documentsNEW
- Insurance
- Employment
- Financial accounts
- BeneficiariesNEW
- Joint accountsNEW
- Digital accounts
- Medical information
- Education information
- Vehicle
- Emergency Contacts
- Family Contacts
- PropertyNEW
- Emergency planningNEW
- PetsNEW
FamiliesExpanded Family Concerns
- Identification documents
- Legal documents (Power of Attorney)
- Marriage documents
- Guardianship informationNEW
- Estate documentsNEW
- Insurance
- Employment
- Financial accounts
- Beneficiaries
- Joint accounts
- Household financesNEW
- Digital accounts
- Medical information
- Education information
- Vehicle
- Emergency Contacts
- Family Contacts
- Property
- Emergency planning
- Pets
- ChildrenNEW
- School informationNEW
- Asset inventory recordingsNEW
Empty-Nester / CaretakersFocus Pivots to the Future
- Identification documents
- Legal documents (Power of Attorney)
- Marriage documents
- Guardianship information
- Estate documents
- Insurance
- Financial accounts
- Beneficiaries
- Joint accounts
- Household finances
- Retirement accountsNEW
- Financial relationshipsNEW
- Digital accounts
- Medical information
- Vehicle
- Emergency Contacts
- Family Contacts
- Property
- Emergency planning
- Pets
- Children
- School information
- Adult childrenNEW
- Family historyNEW
- Asset inventory recordings
- Final wishesNEW
- Video recordingsNEW
Retirement / Golden YearsHeavily Focused on End-of-Life Planning
- Identification documents
- Legal documents (Power of Attorney)
- Marriage documents
- Guardianship information
- Estate documents
- Insurance
- Financial accounts
- Beneficiaries
- Joint accounts
- Household finances
- Retirement accounts
- Financial relationships
- Financial inventoryNEW
- Digital accounts
- Medical information
- Vehicle
- Emergency Contacts
- Family Contacts
- Property
- Emergency planning
- Pets
- Children
- School information
- Adult children
- Family history
- Asset inventory recordings
- Final wishes
- Video recordings
- Funeral informationNEW
- Legacy storiesNEW
Our Services
Four ways to work with a Vault Concierge.
2-HOUR CONCIERGE SESSION
A focused, two-hour in-home session with a Vault Concierge. Ideal for clients who are already partially organized but need expert guidance to complete, review, and finalize their vault. It's like a "turbo boost" start.
- In-home visit with a Vault Concierge
- Full review of existing documents and account information
- Hands-on vault setup and section completion
- Trusted contact configuration and access permissions
- Scan, upload and organize documents.
- Session summary with recommended next steps
THE 90-DAY VAULT COMPLETION JOURNEY
Our signature white-glove service. A structured, three-month engagement with a dedicated Vault Concierge — from first visit through final review — designed to ensure your vault is truly complete.
- Everything in the 2-Hour Concierge Session
- Structured home-visit schedule across 90 days
- Document scanning and upload assistance
- Mid-journey check-in and progress review
- Final completion review and family walkthrough
- Priority concierge support throughout
VAULT CONCIERGE ON-CALL
Life changes — and your vault should too. Whenever something shifts, your Vault Concierge is just a call away. Schedule a visit anytime you need to update, add, or reorganize. No waiting for an annual window.
- On-demand virtual or in-home visit with your Vault Concierge
- Update any section — documents, accounts, contacts, wishes
- Add new beneficiaries, policies, or estate changes
- Adjust Authorized User access as relationships evolve
- Quick-turnaround scheduling — no long lead times
- Session summary noting all changes made
ANNUAL VAULT REVIEW
A comprehensive yearly check-in to ensure your vault stays current, accurate, and complete. Life moves fast — this visit makes sure your vault keeps pace.
- Full review of all vault sections for accuracy and completeness
- Update Authorized Users and access permissions
- Refresh contact directory — attorneys, advisors, doctors, family
- Review and update insurance policies and beneficiary designations
- Retirement account and financial account updates
- Document changes — new wills, trusts, powers of attorney
- Review final wishes and legacy videos for any desired updates
- Written summary of all changes and recommended follow-ups
In-person Vault Concierge visits are currently available in a limited number of areas as we grow nationwide.Virtual concierge sessions are available everywhere, and interest in your area helps us expand faster.
The 90-Day Vault Completion Journey™
A clear path from purchase to completion.
Every 90-Day Vault Completion Journey™ follows a structured schedule — so you always know what's next and nothing gets left behind.
Welcome & Orientation Visit
Your Vault Concierge arrives for your first in-home session. Together you'll activate your Legacy Vault™, complete your personal profile, and map out every section that needs to be filled. You'll finish this visit with a clear, personalized completion plan. (Duration: approx. 1 hour)
Vault Section Focus: Personal + Family + Financial
We focus first on your personal & family details; healthcare & employment. Then, all things financial, review accounts and beneficiary designations.
Vault Section Focus: Documents + Advisors + Pets + Veteran Benefits
Your concierge guides you through locating, scanning, and uploading your estate documents — wills, trusts, powers of attorney, insurance policies, and more. You'll also focus on populating a full contact directory — attorneys, advisors, doctors, and family members. Your concierge helps you think through every relationship (including Fido) your family will need to navigate. We work at your pace, section by section, so nothing feels rushed.
Mid-Journey Check-In
A dedicated review session to assess progress, address any gaps, and adjust the plan if needed. This is also when we configure your Authorized User permissions — deciding exactly who can see what, and when and if anyone will have editing rights
Final Wishes, Personal Messages & Vault Legacy Recordings
The most meaningful section of your vault. Together with your concierge create a quiet, unhurried space for you to record your final wishes, funeral preferences, and any personal messages or legacy letters and recordings you want your family to have.
Completion Review & Family Walkthrough
Your Vault Concierge conducts a final review of every section, confirms everything is complete and accessible, and — if you choose — walks your trusted Authorized User(s) through the vault so they know exactly how to use it when the time comes.
Can I Trust These People?
We believe trust starts with the person who comes to your door.
Vault Concierges are selected from the client's own local notary community. Notaries are already established as trusted professionals whose role carries a responsibility to follow the law, act impartially, protect the integrity of important transactions, and safeguard the information entrusted to them.
Our Vault Concierges build on that foundation. Many Concierges have undergone background screening. Concierges who provide Vault Concierge services receive training in the program's standards, including protecting client information, maintaining appropriate security practices, and understanding the important boundaries of the Concierge role.
What does that mean for you?
It means you're working with a local professional — selected and trained to represent the Vault Concierge service — not a stranger. Vault Concierges are not there to replace your attorney, financial advisor, or other trusted professionals. Their role is to help you organize your wishes and ensure your Legacy Vault™ is complete, accessible, and protected. They are expected to safeguard your privacy, use secure practices, and represent the program with integrity. Plus, you'll have a personal "go-to notary" whenever you need one!
What if I already have a trusted notary or other trusted person?
That's great! We'd love to hear from you. If you have a preferred local Notary Public, or other trusted individual, tell us who they are. With your permission, we'll reach out to them, assess their interest in becoming a Legacy Vault™ Concierge Associate, and provide the training they need to offer the service. Sometimes the best person to help you protect your family's legacy is someone you already know and trust! Fill out the form below.
Ready to build your vault?Book your consultation today.
Schedule a complimentary consultation and we'll match you with a Vault Concierge in your area.