The Legacy Vault
Trust Delivery Agents is proud to be an official partner of The Legacy Vault™ powered by My Life & Wishes. It is a digital solution for all your important documents. You can start using it today as a life organizer. Use it now to store your personal records, such as insurance paperwork, tax documents, passwords, and account information. If you ever need to access information or digital copies, you can access it from anywhere in the world. It also serves as a road map for your loved ones. You can add estate planning documents, deeds, and financial information. You can record videos and leave final wishes. Each Legacy Vault owner can have a co-owner, such as a spouse, to share the account with. However, the account cannot be split later on. If there are any privacy concerns, each spouse should have their own Legacy Vault, and assign the other spouse as the person they delegate to access their Legacy Vault to handle matters during their incapacity or at their death.
In time of an emergency, you, your spouse, or loved one will have all critical documents in one place. The trusted person(s) you delegate to access your vault can handle matters during your incapacity or at your death. This will save your family from having to find all your important paperwork at all the different locations where you have stored it, or if original documents get damaged or go missing. You can write out the information you have stored in your head.
Consider getting The Legacy Vault™ today as the solution you need for your loved ones tomorrow. My Life & Wishes is “Your Life. Stored and Secured.”
Digital Storage for What is Most Important to You
Empower your family with seamless access to vital information whenever they need it. Ensure your life's essential documents are fully safeguarded, providing complete peace of mind in times of emergencies.
This cutting-edge solution safeguards your active life and helps protect your legacy to provide you peace of mind. With this platform, you can securely store vital documents, passwords, and even end-of-life plans, accessible round the clock in case of any emergency. We make it effortless for you to share essential information concerning finances, insurance, wills, and funeral wishes with your cherished family and loved ones. Embrace the power of digital security and preserve all that truly matters, now and for the future.
Craft a Comprehensive End-Of-Life Plan with Guidance at Every Stage
The Ability to Have an Account Co-Owner
Want to share an account with your spouse, partner, or family member? You have the option of co-managing a joint account with dedicated information about each of you.
Flexible Access for Your Authorized Users
Give loved ones access to your plan on your terms. Limit what sections specific authorized users see and what they can edit.
Unlimited Digital Document Uploads
Upload copies of important documents so your loved ones never have to search for the files they need. Store tax records, bank statements, titles, insurance policies, wills, marriage licenses, birth certificates, military service records, personal notes, and more. (Files up to 40MB each).
A Secure, Encrypted Account You Can Trust
Your privacy is the top priority. Store and share your records and wishes with the confidence of industry-leading security features.
Never Stress Over Details or Documents Again
Secure storage. Convenient access. Extra peace of mind.
If something happened today, how quickly can you (or loved ones) find all the details you keep in your head, or stored in various “safe places”?
This includes:
- online accounts and logins,
- auto-pay records,
- insurance policies,
- investment records…
Not to mention important documents like wills, trusts, deeds, titles and many more.
Even if you are super organized, is your critical information protected from theft or disasters? While all these things need to be secure, they ALSO need to be accessible to you or loved ones quickly and easily!
The Legacy Vault™ offers the kind of peace of mind that is hard to match! You will sleep easier knowing you don’t need to worry about misplaced information, or loss of critical documents in fires, floods or other disasters or emergencies. You will know this will be a true stress reliever for your loved ones at one of the most difficult times in their lives.
Legacy Vault, Powered by My Life & Wishes, Provides:
- Document Protection: for important legal and financial papers
- Secure Accessibility: for information and records needed to access accounts including logins, passwords, and other codes
- Convenient Reference: for medical instructions, funeral preferences, how you want your pets cared for in case something happens to you, and more
- 24/7 Access: cloud-based storage, so you can make updates whenever/wherever you want
- Users You Specify: add designated users (e.g., spouse, children, attorney) with specific “levels” of access so they can get what they need, wherever they are
- Unmatched Security: Top-level, military-grade AES 256 encryption
- Control over editing/updating personal notes, accounts, and users
- Ability to scan and upload documents
- A safe place for account numbers and login credentials
- A one-stop location for noting your social media handles and passwords
- Fields to add notes on miscellaneous items or records
- A back-up resource in the event of natural disasters
- A helpful spot for details on your subscriptions and auto-pay bills that others may not know
- Peace of mind for you and your loved ones, no matter the distance or time
Trust Delivery Agents offers a Concierge Service as an add-on service for Legacy Vault customers. We will scan and upload documents to your Legacy Vault account.
As a courtesy, Trust Delivery Agents can scan documents at your Signing Ceremony when we are your document service provider.
*Please note that Technical Support and assistance with using the platform is solely provided by our partner My Life & Wishes. Please contact them directly at: 844-369-4747 or email support@mylifeandwishes.com. Trust Delivery Agents does not host or maintain the Legacy Vault, powered by My Life & Wishes and it takes no responsibility for My Life and Wishes.
My Life & Wishes has been in business since 2016 and is rated in the top three in their industry. In addition, they hold a BBB rating of A+ and work with many estate planning law firms across the country. We are excited to be an official partner and offer a lifetime Legacy Vault account.
The suggested retail price is $599 but we can offer it to you for a simple one-time set-up fee of $495. This fee includes:
- initially setting up your Legacy Vault™ account
- scanning documents that we prepare at the Signing Ceremony, whenever possible, for your upload to your Legacy Vault™ account
- providing a lifetime subscription to The Legacy Vault™, powered by My Life & Wishes® at no further cost to you
