Features

The practical guidance your family would look for first.

Local Legacy Vault helps you organize contacts, instructions, household details, account references, wishes, and first-step guidance into private Family Legacy Plan and Executor Legacy Plan.

Built for families who need answers — not another pile of files.

Stored locally on your own computer. Private by design.

Create My Family Legacy Plan Preview the Legacy Plans
Family Legacy Plan
For Your Loved Ones
Prepared · 2025
Immediate Steps
Who to contact first
What needs attention
People and Home
Important contacts
Household notes
Personal Guidance
Medical notes
Final wishes
Preview Family Legacy Plan
Executor Legacy Plan
Estate Responsibilities
Prepared · 2025
Legal and Estate
Estate responsibilities
Important documents
Financial
Financial accounts
Insurance policies
Property information
Access
Account and device notes
Preview Executor Legacy Plan
Contact This Person First
Primary Contact
Annelle Ramirez
Attorney · (415) 555-0182
Backup Contact
Jonathan Parker
Financial Advisor · (415) 555-0247
Copy Number
What To Do Right Now
Contact key people Locate documents Secure home details
Do Not Do Yet
Close accounts Move money Make rushed decisions

First 72 Hours

Give your family a calm
place to begin.

In the first few days after an emergency or loss, loved ones are often trying to make decisions while emotions are high. This feature helps organize the first answers they may need.

  • Who to contact first
  • What needs attention soon
  • Where important details are located
  • What should not be rushed
Preview the First 72 Hours Legacy Plan

When emotions are high, the first step should be clear.

Family Legacy Plan + Executor Legacy Plan

Two plans. Two different jobs.

The Family Legacy Plan helps loved ones begin. The Executor Legacy Plan helps the responsible person follow through.

Family Legacy Plan

For loved ones

A clear starting point for the people closest to you.

A printable Legacy Plan that helps your family understand who to contact, where to look, what matters first, and what you wanted them to know.

  • First-step guidance
  • Important contacts
  • Household, pet, and care details
  • Personal wishes and family notes
Executor Legacy Plan

For the person handling responsibilities

Structured guidance for the follow-through work.

A practical reference for the person responsible for records, accounts, documents, property, and next steps.

  • Contacts and responsibility notes
  • Financial and insurance references
  • Legal document locations
  • Property, asset, and digital account notes
Preview Both Legacy Plans

What's Inside

The details families usually have to hunt for.

Local Legacy Vault gives those details a private, guided place to live — so loved ones are not left searching through files, drawers, emails, notes, and memory.

People
Contacts and Care Details
Who to call, who helps, who knows what, and who may need to be involved first.
Household
Home, Access, Pets, and Dependents
Keys, codes, routines, care notes, household instructions, and details family should not have to guess.
Financial
Accounts and Insurance References
Where important accounts, policies, bills, and financial references can be found.
Documents
Legal and Important Document Locations
Where wills, trusts, insurance papers, property documents, and key records are located.
Digital
Digital and Account Notes
Practical references for accounts, devices, subscriptions, and digital access instructions.
Wishes
Messages, Wishes, and Final Instructions
Personal notes, wishes, family guidance, and the things you want people to understand.

How It Comes Together

From scattered details to family-ready guidance.

Local Legacy Vault is not just a list of fields. It helps you organize practical information into a structure your family can actually follow.

Add the practical details

Contacts, instructions, account references, household notes, wishes, documents, access details, and care information.

Organize it into guided sections

Your information is grouped in a way that helps loved ones understand what matters, where to look, and what may need attention.

Create printable guidance

Turn the information you enter into Family Legacy Plan and Executor Legacy Plan your loved ones can use when they need answers most.

The goal is not more storage. The goal is clear guidance your family can understand.

Create My Family Legacy Plan

Private by design

Your vault stays on your device.

Local Legacy Vault is built for sensitive family information. Your personal vault is stored locally on your own computer, not in a cloud account controlled by someone else.

We cannot see your vault. We do not store your vault.

Privacy and Control
  • Stored locally on your device
  • Not stored in a cloud vault
  • Protected with encryption
  • No subscription required to keep using it
  • You decide who knows where to find it

Get Started

The people who depend on you deserve a clear plan.

Local Legacy Vault gives you a private, structured place to organize what matters � and turn it into plans your family can actually use.

See Pricing View Plan Previews