Guide Previews

See what your family would actually receive.

Structured printable guides designed to help family members, trusted contacts, and executors quickly find important information when it matters most.

Local Legacy Vault helps transform scattered information into organized printable guides your family can actually use.

Preview Family Guide Preview Executor Guide

Sample previews shown. Personalized guides are created inside Local Legacy Vault after purchase.

First 72 Hours
Call This Person First
Alice Morrison
Primary Family Contact
Immediate Priorities
Notify immediate family
Locate important documents
Review household needs
Do Not Do Yet

Avoid rushed financial decisions during the first few days.

Important Information
Household Information
Medical Information
Financial Records
Legal Documents

What’s Inside the Guides

Three essential areas, fully organized.

Family Guide

Local Legacy Vault — Family Guide
Page 1
Important Contacts

People your family may need to reach quickly.

Alice Morrison
Daughter
(555) 234-7890
Robert Chen
Estate Attorney
(555) 891-2340
Sunrise Medical Group
Primary Care
(555) 440-9881
Margaret Holloway
Trusted Friend
(555) 667-2211
Dr. Sarah Wells
Physician
(555) 228-4456

First 72 Hours

Local Legacy Vault — Family Guide
Page 2
Call This Person First
Alice Morrison
(555) 234-7890
Immediate Priorities
Notify immediate family members
Locate important documents
Secure household needs
Contact estate attorney
Do Not Do Yet
Avoid rushed financial decisions
Do not cancel policies too quickly

Executor Guide

Local Legacy Vault — Executor Guide
Page 1
Financial Records

Organized references to important financial areas.

Primary CheckingFirst National Bank
Acct ending 4821
SavingsFirst National Bank
Acct ending 9034
Retirement (IRA)Fidelity Investments
Acct ending 2847
Life InsurancePolicy #LF-2291-A
Nationwide Insurance
BrokerageCharles Schwab
Acct ending 7163
Local Legacy Vault
Page 3
Medical and Care
Dr. Sarah WellsSunrise Medical Group
(555) 228-4456
Main St. Pharmacy(555) 445-9910
Lakeview Animal ClinicBiscuit — Dog
(555) 334-7700
Local Legacy Vault
Page 2
Household Information
UtilitiesCity Power and Gas
1-800-555-0192
Internet providerAcct #4892-A
Safe locationHall closet, upper shelf
Local Legacy Vault
Page 1
Primary Contacts
Alice Morrison
Daughter
(555) 234-7890
Robert Chen
Estate Attorney
(555) 891-2340
Additional
Dr. Sarah Wells
Physician
(555) 228-4456
Mark Davidson
Financial Advisor
(555) 990-1184

Family Guide

Designed for the people closest to you.

The Family Guide helps organize practical information family members often struggle to locate during stressful situations.

Instead of searching through drawers, emails, notebooks, and devices, important information is organized into one structured printable guide.

Important Contacts
Quick access to trusted people and providers.
Household Information
Helpful operational details often difficult to locate quickly.
Medical and Care Information
Important health-related references centralized in one place.

First 72 Hours

The first few days are often the most overwhelming.

The Family Guide helps reduce confusion during the earliest days after a loss by organizing important contacts, household details, immediate priorities, and practical reminders into one calm structured reference.

Local Legacy Vault
Who to Call
Call This Person First
Alice Morrison
Daughter · (555) 234-7890
Additional Contacts
Robert Chen
Estate Attorney
(555) 891-2340
James Whitfield
Care Coordinator
(555) 772-0033
Local Legacy Vault
Immediate Priorities
Immediate Priorities

A calm reference for the first essential steps.

Notify immediate family members
Secure household needs
Locate important documents
Review immediate responsibilities
Contact estate attorney
Local Legacy Vault
What Not to Do
What Not to Do

Helpful reminders to avoid rushed decisions.

Avoid rushed financial decisions
Do not remove important records
Do not cancel policies too quickly
Avoid unnecessary financial pressure
Wait before distributing belongings

Your data never leaves your device. Fully local.

Local Legacy Vault
Page 3
Responsibilities
Notify financial institutions
File for probate if required
Secure household and property
Review recurring obligations
Local Legacy Vault
Page 2
Legal and Estate Documents
Last WillOffice drawer
Estate folder
Living TrustSame location as will
Power of AttorneyAttorney’s office
Beneficiary docsSafe deposit box
Local Legacy Vault
Page 1
Financial Records
Primary CheckingFirst National Bank
Acct ending 4821
SavingsFirst National Bank
Acct ending 9034
Retirement (IRA)Fidelity Investments
Acct ending 2847
Life InsurancePolicy #LF-2291-A
Nationwide Insurance
BrokerageCharles Schwab
Acct ending 7163

Executor Guide

Structured support for managing responsibilities, next steps, and follow-through.

The Executor Guide helps organize key information, responsibilities, and document references into a structured printable guide designed to support the person handling follow-through after a loss.

Instead of piecing together information from drawers, folders, emails, and scattered notes, important details are organized into one calm professional reference packet.

Financial Records
Banking, insurance, property, and recurring obligations.
Legal and Estate Documents
Wills, trusts, document locations, and important references.
Responsibilities and Follow-Through
Organized priorities and important next steps.

Designed for real-life situations.

Local Legacy Vault helps organize important information into structured guides your family can actually use when life becomes complicated or overwhelming.

Adult daughter reviewing organized guide with aging parent at kitchen table
Helping Aging Parents

Keep important information organized and easier to locate when family members need it most.

  • Important contacts
  • Household information
  • Medical references
Structured guide beside household paperwork and planning materials on a clean desk
Household Preparedness

Important information organized into one structured printable reference.

  • First 72 Hours
  • Household information
  • Financial records
Executor calmly reviewing organized guide pages at a dining table
Supporting Family During Difficult Moments

Reduce confusion and help loved ones focus on what matters most.

  • Legal documents
  • Responsibilities
  • Follow-through guidance

Two guides. Two roles. One organized system.

Guide One
Family Guide

Prepared information and guidance designed to help loved ones know where to begin.

Family Guide
First 72 Hours
Call This Person First
Sarah Mitchell — Estate Attorney
Immediate Priorities
Notify immediate family
Locate important documents
Contact the estate attorney
Inside the guide
First 72 Hours guidance
Important contacts
Household information
Pet care instructions
Family notes and wishes
Preview Family Guide Explore All Guides
Guide Two
Executor Guide

Structured guidance for the person responsible for handling important follow-through and next steps.

Executor Guide
Immediate Priorities
Start Here
Notify financial institutions first
Who To Contact
Estate attorney
Primary bank or financial advisor
Insurance provider
Inside the guide
Immediate priorities
Financial overview
Important documents
Property references
What not to rush
Preview Executor Guide Explore All Guides

How It Works

From scattered information to structured guidance your family can actually use.

Local Legacy Vault helps organize important information into printable Family and Executor guides designed to reduce confusion and improve clarity during important life moments.

Dark elegant workspace with laptop, organized documents and warm lighting
Step 01
Organize Important Information

Keep important information organized in one secure private location.

  • Contacts
  • Household information
  • Medical references
  • Financial records
Structured guide pages displayed side by side showing organized family information
Step 02
Generate Structured Guides

The app organizes your information into structured printable guides designed to be easier for family members and trusted contacts to follow.

  • Family Guide
  • Executor Guide
  • First 72 Hours
  • Legal documents
Trusted family member calmly reviewing printed guide at home
Step 03
Use When It Matters Most

Provide trusted family members, contacts, or executors with organized information that is easier to locate and follow during stressful moments.

  • Printable
  • Structured
  • Easy to follow
  • Family focused

Prepared information helps people move forward with clarity.

Local Legacy Vault helps transform scattered information into structured printable guides your family can actually use.

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