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

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

Secure storage. Convenient access. Extra peace of mind.

For less than $10/month, empower yourself and your family with seamless access to vital information when they need it. Ensure your life's essential documents are fully safeguarded, providing complete peace of mind during emergencies.

Subscription Plans

Choose the plan that works best for you!

Life-time Access - Best value!

$495.00

Pay a convenient one-time fee for lifetime access to your vault for you and a co-owner


*Ask about Military/Law Enforcement Discount

Annual Subscription

$99.00

Prefer to pay as you go? Take advantage of an easy annual subscription

Add-on Services

2 Hours Scanning/Uploading

$75.00

If you don't have 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 building out your vault.


*Can only be purchased with Legacy Vault™ lifetime access or annual subscription

Get It Organized

$75.00

DIY kit with everything you need to gather and organize all the important documents and information and store it all in one physical location


Includes:

Customizable Checklist 

Storage Box

Hanging Folders with tabs

File Folders with labels


*Can be purchased with or without Legacy Vault™

Legacy Vault LoginLearn MoreSign up nowSchedule a discover callrequest a Legacy vault checklist

What is Legacy Vault?

Here is a short 2-minute video explanation

Sign up nowSchedule a discover callrequest a legacy vault checklist

24/7 access when and where you need it

Legacy Vault™ is compatible with all of your devices and all your information can be accessed on the go! 

SIGN UP NOWschedule a discovery callRequest a legacy vault 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 legacy vault 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

Estate Planning Information

Estate Planning Information

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

Healthcare Information

Estate Planning Information

Healthcare Information

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

SIGN UP NOWschedule a discovery callRequest a legacy vault checklist

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