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    • Home
    • Legacy Preservation
    • General Notary Details
    • FAQ
    • Companies I love!
    • Loan Signing Services
    • Reviews

  • Home
  • Legacy Preservation
  • General Notary Details
  • FAQ
  • Companies I love!
  • Loan Signing Services
  • Reviews

Legacy Preservation Services

Here's how it works:

  1. We have a quick 15-minute call so I can answer questions and make sure it's a good fit.
  2. I come to your home with my checklists and scanner, and we organize and upload everything together.
  3. You get a simple guide to share with your loved one so they know exactly where everything is.

Peace of Mind & Family Protection

Preparing everything your family will need

Initial Legacy Preservation Session

$495.00

  • Step 1: Checklists provided so you can gather all the documents and information
  • Step 2: On-site organization for physical storage
  • Step 3: Set-up of your private Legacy Vault powered by My Life and Wishes ® with lifetime access (for you and a co-owner)
  • Step 4: Scan and upload/enter your important documents and information to your Legacy Vault

Incudes up to 2 hours of on-site scanning and organizing.


*Ask about Military/Law Enforcement Discount

Additional Sessions

$150.00

*If needed


Information changes and documents need to be updated. If you don't have the time or tech to easily scan and upload your documents and information, let me do it for you! I will come to you and provide 2 hours of scanning documents and updating your vault in the comfort of your own home. No transporting your important documents and trusting them to a 3rd party scanning provider. 

Legacy Vault LoginLearn MoreSign up nowSchedule a discover callRequest a complimentary legacy preservation checklist

What is Legacy Vault?

Here is a short 2-minute video explanation

Sign up nowSchedule a discover callRequest a complimentary legacy preservation checklist

24/7 access when and where you need it

Legacy Vault powered by My Life and Wishes ®  is compatible with all of your devices and all your information can be accessed on the go! 

SIGN UP NOWschedule a discovery callRequest a Complimentary legacy preservation checklist

Digital storage for what is most important to you!

Powered by My Life and Wishes®, Legacy Vault™ offers unlimited storage for your important legal documents, end of life wishes, and other often overlooked details your loved ones will need in the event of an emergency/death.


  • 24/7 access with cloud-based storage
  • Estate planning documents
  • Insurance policies
  • Investment records
  • Banking information
  • Trusted advisors contact information

Even if you are super organized, is your critical information protected from theft or disasters? Because while all these things need to be secured, they ALSO need to be accessible to you or loved ones quickly and easily!

  • Military-grade security (AES 256 encryption)
  • Ability to add users with specific "levels" of access
  • Control over editing/updating personal notes, accounts, and users
  • Ability to scan and upload documents
  • A safe place for account numbers and login credentials
  • One stop location for all your social media handles and passwords
  • Fields to add notes on items or records
  • A back-up resource in the event of natural disasters
  • Helpful spot for details on your subscriptions and auto-pay bills others may not know about
  • Peace of mind for you and your loved ones no matter the distance or time

SIGN UP NOWschedule a discovery callrequest a complimentary legacy preservation checklist

What can you put in your Legacy Vault?

Financial Information

Financial Information

Financial Information

  • Bank Accounts
  • Retirement Accounts/Benefits
  • Investments/Stocks/Bonds
  • Insurance Policies
  • Property/Home Deeds
  • Vehicle Titles
  • Loans
  • Credit Cards
  • Safe Deposit Boxes

Personal Data

Financial Information

Financial Information

  • How to Access Tablets, Smart Phones, Computers, and Safes
  • Online and Social Media Accounts
  • Utilities and Other Home-Related Expenses and Accounts
  • Online Bill Pay and Auto Drafts 

End of Life Details

Financial Information

Estate Planning Information

  • Burial Preferences/Pre-Paid Plot Details
  • Funeral/Memorial Wishes
  • Eulogy Note
  • Obituary Notes
  • Personal Videos for Loved Ones

Estate Planning Information

Critical Business Information

Estate Planning Information

  • Will
  • Trust
  • Advanced Directives
  • Power of Attorney
  • Special Needs Trust

Healthcare Information

Critical Business Information

Critical Business Information

  • Physician Contact Information
  • Health Insurance Policies and Coverage
  • HIIPA/Healthcare Power of Attorney
  • Advanced Directives
  • Long-Term Care Details

Critical Business Information

Critical Business Information

Critical Business Information

  • Operating Agreements
  • Client Contracts
  • Financial Records
  • Digital Logins
  • Succession Instructions
  • Preserve Core Values and Ensure Your Business Lives On

SIGN UP NOWschedule a discovery callrequest a complimentary legacy preservation checklist

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