Secure Document Storage

Trust Legacy Vault

Keep your estate planning documents, final instructions, and important records safe, organized, and accessible to the people who matter most.

Secure family documents and estate planning files

What is it?

A digital home for your legacy

The Trust Legacy Vault is a protected online space where you can store the documents, instructions, and details your family will need one day. It turns a filing cabinet of papers into a clear, shareable, always-available plan.

2 factor authentication

Your documents are encrypted and stored securely so only you and the people you choose can access them.

Everything in one place

Store wills, trusts, powers of attorney, insurance details, account info, and final wishes together.

Share with confidence

Give trusted family members or your executor access to the records they need, when they need them.

Access anywhere, anytime

Log in from any device, 24/7. No more hunting through file cabinets or safety deposit boxes.

Ready to secure your legacy?

Enter the Trust Legacy Vault to upload, organize, and protect the documents that matter most.