Professional access for attorneys, estate planners, financial advisors, elder-care consultants, and organizations helping clients organize important family information before it is needed.
Private. Offline. Client-owned. No cloud account required.
Local Legacy Vault is designed for professionals who want to give clients a practical next step after planning conversations, estate reviews, financial planning sessions, or family preparedness discussions.
Beyond legal documents
Help clients organize what families need next.
Family readiness, organized
Keep accounts, contacts, insurance, and guidance in one offline vault.
Support through transition
Help families prepare for emergencies, caregiving, or loss of capacity.
Less chaos for families
Organize contacts, instructions, and household details.
Downsizing made clearer
Help clients sort and preserve key life information.
Preparedness for members
Offer practical guidance families can actually use.
Legal, financial, and insurance documents matter. But when something happens, families often need more than documents. They need to know who to call, where things are, what accounts exist, what bills are active, how pets are cared for, and what the person wanted them to understand.
Select the number of licenses needed for your clients, workshop, firm, or organization.
We create the appropriate purchase path or license package based on your quantity.
Each client installs Local Legacy Vault on their own device. Their data remains private and local.
Clients can create records, prepare family guidance, and print or export helpful summaries.
Professional users do not receive access to client vaults. Client information stays private, offline, and under the client's control.
A private offline vault for organizing important life, household, financial, legal, and family information.
A practical Legacy Plan designed to help loved ones know where to begin and what information matters most.
A structured Legacy Plan to help reduce confusion when someone is responsible for handling next steps.
A focused section helping families understand what to do first, who to contact, and what not to rush.
Clients can prepare useful summaries for family members, executors, or trusted contacts.
Information stays on the client's device. Local Legacy Vault does not store client data in the cloud.
Provide LLV as a premium preparedness tool for new estate planning, financial planning, or advisory clients.
Offer clients a clear next step after discussing estate documents, beneficiaries, insurance, or family readiness.
Include LLV as part of a preparedness workshop, aging planning event, or family organization session.
Use LLV as a practical tool during annual reviews to help clients update important information.
Bundle LLV with planning services as a tangible way to help families prepare beyond paperwork.
Show clients that your practice helps them prepare the people they care about, not just complete transactions.
Bulk pricing is available for professionals and organizations purchasing multiple client licenses.
10 – 24 Licenses
Boutique Firms
per license
Ideal for smaller firms introducing preparedness services to clients.
25 – 99 Licenses
Growing Organizations
per license
Designed for growing firms and organizations serving larger client groups.
100+ Licenses
Large Preparedness Programs
per license
Volume licensing for enterprise-level distribution and large preparedness initiatives.
Professional licensing is designed for client distribution and preparedness programs.
Local Legacy Vault is built for people who want to keep sensitive family information private. Client data is stored locally on their device, not in a cloud account managed by us or by the professional.
Local Legacy Vault gives professionals a practical way to help clients organize the information their legal documents do not cover.
Licenses are customized based on organization size, deployment needs, and support requirements.