Level 3: Legacy Vault powered by My Life & Wishes®
Legacy Vault powered by My Life & Wishes®
A secure home for everything that matters.
Legacy Vault is a secure digital platform that stores your most important documents and information in one protected place — accessible when it’s needed most from any device. And as an official partner, MP Notary Services is bringing Legacy Vault to YOU!
I don’t just set you up and send you on your way. I guide you through the process so it actually works in real life.
What's Included:
Unlimited and secure digital storage for ALL your important documents and information - fully organized, protected, and easily accessible.
Perfect for:
- estate planning and other legal documents
- banking and insurance policies and details
- end of life wishes and plans
- logins, passwords, and everything else that will be needed when the time comes
You decide how much to add to your Legacy Vault. This is your roadmap for the unexpected.
Ideal For:
- seniors planning ahead
- families supporting aging parents
- busy professionals
- anyone who wants to leave a legacy of clarity and love rather than one of chaos and confusion
Investment:
$495* | one-time payment, lifetime access
$99 | annual subscription
For you and a co-owner
*Bonus: When you choose the lifetime option, I include 2 hours of legacy preservation and scanning at no additional cost.
Not sure which option is right? Start with a Legacy Checkup.
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
- Ability to set up unlimited authorized users
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!
The security you've been looking for.
- Military-grade security (AES 256 encryption)
- Ability to add authorized 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