When I’m Gone

When the people you love need answers most, leave them guidance instead of confusion.

The “When I’m Gone” experience helps organize important contacts, household information, practical instructions, and structured next steps into one calm reference your family can actually use.

Most families are not prepared for what happens after a loss. Local Legacy Vault helps you prepare guidance before that moment comes.

Private and offline Structured guidance Printable reference guides
Start Here — First 72 Hours
✆ Call This Person First
Alice Morrison
Primary Family Contact
(555) 234-7890
✓ Immediate Priorities
  • Notify immediate family members
  • Contact the funeral home
  • Secure the property
  • Locate important documents
⚠ What Can Wait
Do not close bank accounts
Do not distribute belongings
Do not move large funds
Important Information
Important Contacts
Attorney, advisor, family
Household Information
Utilities, services, routines
Medical Information
Health records, medications
Financial Records
Accounts, insurance, property
Legal Documents
Will, trust, powers of attorney

First 72 Hours

The first few days are often the most overwhelming.

The First 72 Hours section helps reduce confusion by organizing practical priorities, important contacts, and structured reminders into one calm guidance system designed for the earliest hours and days after a loss.

Call This Person First

Your family may need one immediate point of contact to help coordinate the first steps.

Alice Morrison
Primary Family Contact · Sister
(555) 234-7890
You choose who that person is and what they need to know.

What Needs Immediate Attention

A calm list of priorities for the first hours and days — so nothing important is missed.

  • Notify immediate family members
  • Contact the funeral home or cremation provider
  • Secure the home and property
  • Locate important documents
  • Contact the attorney on record
  • Notify the employer if applicable

What Can Wait

Some decisions should not be made in the first hours. This guidance helps families avoid costly early mistakes.

  • Do not close bank accounts yet
  • Do not distribute personal belongings
  • Do not move or transfer large funds
  • Do not cancel credit cards immediately
  • Do not post publicly before notifying family
Many of these actions have legal or financial implications. Your guidance helps loved ones avoid unnecessary complications.
Family reviewing organized guidance together

Organized Guidance

Important information becomes easier to follow when it is already organized.

When information is scattered, families spend the hardest moments searching instead of supporting one another. Local Legacy Vault organizes what matters into one calm, structured reference.

Important Contacts
Attorney, financial advisor, executor, and key family contacts — documented and immediately accessible.
Household Information
Utilities, services, routines, and household details organized into one clear reference.
Financial Records
Organize banking, insurance, property, and financial account information into one structured reference.
Legal Documents
Will, trust, powers of attorney, and important legal documents — organized and clearly located.
📚
Family Guide
Create a ready-to-use guide for your family using your vault information.
Important Contacts
Family and support — up to 7 people
Included
Medical Information
Health records and medications
Included
Household Information
Home, pets, and daily needs
Included
Final Wishes
Personal messages and reflections
Included
Personal Guidance
Your instructions and wishes
Included

Family Guide

Designed for the people closest to you.

The Family Guide creates a calm, organized reference your family can use immediately — without needing access to your vault. It is built from the information you already maintain.

01
Important Contacts and First Steps
Who to call, what to do first, and practical immediate guidance for the earliest hours.
02
Medical and Household Information
Health information, medications, routines, and household details organized in one calm reference.
03
Final Wishes and Personal Guidance
Your personal messages, reflections, and instructions — delivered clearly and with care.
Preview the Family Guide

Executor Guide

Structured support for responsibilities and follow-through.

The Executor Guide gives the person handling your estate a clear, structured path through financial accounts, legal documents, and practical responsibilities — without confusion or guesswork.

Financial Records
Bank accounts, investments, retirement, and credit accounts organized for immediate access.
Legal Documents
Will, trust, powers of attorney, and important legal records with clear location guidance.
Property Records
Real estate, vehicles, deeds, and property information organized in one clear reference.
Responsibilities and Follow-through
Structured next steps and practical guidance for completing estate responsibilities with clarity.
Executor Guide
Structured guidance for estate responsibilities
Primary Checking Account
First National Bank
On Record
Retirement Account
Fidelity Investments
On Record
Life Insurance Policy
Metropolitan Life
On Record
Last Will and Testament
Filed with Morrison and Associates
Located
Power of Attorney
Notarized copy in home safe
Located
Estate Attorney
Margaret Chen · (415) 555-0182
Contact

Real Moments

Prepared guidance supports people during real moments.

Aging parents with family
Helping aging parents leave clear guidance.
Adult children helping aging parents organize important information, document contacts, and prepare practical guidance for the future — before it becomes urgent.
Spouses planning together
One organized place for both of you.
Spouses and partners who want shared household information, contacts, and practical guidance organized so neither person is left searching during a difficult moment.
Family supporting one another
Supporting family during difficult moments.
When information is already organized, families can spend the hardest moments supporting one another — instead of searching for answers in the wrong places.

Everything in One Place

One vault for life’s important information.

Local Legacy Vault organizes the information your family may someday need — privately, offline, and always under your control.

Important Contacts
Family, advisors, executors, and emergency contacts.
Financial Records
Banks, investments, retirement, and credit accounts.
Insurance Information
Life, health, home, and vehicle insurance policies.
Legal Documents
Wills, trusts, powers of attorney, and legal records.
Household Information
Utilities, maintenance, services, and routines.
Medical Information
Health records, prescriptions, and medical directives.
Property Information
Homes, deeds, mortgages, and real estate records.
Digital Accounts
Online accounts, subscriptions, and access instructions.
Final Wishes
Personal messages, reflections, and legacy notes.
Personal Guidance
Your wishes, instructions, and personal messages for loved ones.

Privacy and Security

Private by design.

Local Legacy Vault stores your information locally on your own device instead of in the cloud. Your vault never leaves your computer — and only you decide who has access to it.

Offline by design
Your vault works without internet. No cloud account required.
Local-first storage
All information stays on your device. Nothing is sent to remote servers.
No cloud dependency
Your access is never dependent on a third-party service or internet connection.
Private access
You decide who can access your vault and what they can see.
Local Legacy Vault privacy and security controls

Get Started

Prepared guidance helps people move forward with more clarity.

Local Legacy Vault helps transform scattered information into structured guidance your family can actually use during the moments they may need it most.

Private and offline  ·  Structured guidance  ·  Printable reference guides