One secure vault
Keep investments, physical assets, cash, and estate notes together with private, role-based access.
LegacyVault
Your legacy,
Their future.
Secure inheritance management for you and generations to come.
Why LegacyVault
Built for families who want clarity, not chaos.
Track wealth, organize documents, and prepare beneficiaries — so your wishes are clear long before they’re needed.
Beneficiary-ready
Invite heirs with the right visibility, so transfers feel guided — not confusing — when the time comes.
Live portfolio view
See allocations, holdings, and activity in one place so your estate stays current as life changes.
How it works
From first login to lasting peace of mind.
A simple path for owners and beneficiaries — no legal jargon required to get started.
1
Create your vault
Set up your account and capture the assets that matter most to your family.
2
Add people & plans
Define beneficiaries, inheritance notes, and the documents they’ll need later.
3
Stay ready
Review balances, pay fees, and update your plan as investments and life evolve.
Trust
Designed for sensitive family decisions.
Privacy first. Always.
LegacyVault is built for estate clarity — with careful access controls so only the right people see the right information.
- Encrypted sessions and protected account access
- Clear activity history for withdrawals and fees
- Support when you need a human handoff
Start protecting what you’ve built.
Open an owner account, or continue as a beneficiary if you’ve been invited into an estate.
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