Local Legacy Vault groups your information into sections you open from the sidebar or dashboard, such as Financial, Legal Documents, Household, Insurance, Digital Life, and After I am Gone. Each section is built for a type of information your family may need later.
Category summary and subcategories
Many sections start with a category summary: a grid of subcategories (for example types of accounts, policies, or documents). You pick a subcategory to see or add records for that slice of your vault.
1 Open the section
Choose the area you want from the sidebar. If you see a grid of categories, that is the summary view.
2 Use View or Add on each row
When a subcategory already has records, you can open the list to review them. You can always use Add to create a new record in that subcategory.
3 Use the All row when present
If the section includes an All row, it lists every record in that section together. It helps when you want one combined list instead of opening each subcategory separately.
Search
From list views, search helps you jump to a record by name, notes, or other text you have saved. Exact layout depends on the section, but search is there to help you find entries quickly as your vault grows.
Family Guide and Executor Guide draw from information you save across these sections. Completing categories that matter to you makes those guides more useful when you preview or print them.