Supported Operating System(s):Web browser (OS agnostic)
About Legacy Vault
Legacy Vault stores information about an individual's estate, including digital assets and electronic records, enabling heirs, executors and conservators to catalog accounts and more easily locate and protect wealth after death or disability. Users may create multiple encrypted vaults for separating estate asset groups and also assign an unlimited number of user delegates to access vault contents.
Corporations provide Legacy Vault as an additional employee benefit. Professional service groups, financial advisors, insurance agents and family offices use Legacy Vaults as a value-add, practice differentiator and member benefit. Support is extended via phone, FAQs and other online measures.
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