legacy vault™ + concierge setup
Get Organized, Stay Protected—With Guidance Every Step of the Way
Organized Legacy™ is proud to be an official trusted partner of the Legacy Vault™, powered by My Life & Wishes®.
With me, you’re not just buying a digital vault — you’re getting a guided process that ensures it’s complete, organized, and ready when it matters most.
Your $495 package includes:
- Your choice of support: 12 months in Legacy Lounge™ or 3 private one-on-one sessions
- My proven step-by-step process to gather, organize, and securely store your most important legal, financial, and personal information
- Lifetime access to the Legacy Vault™ — your secure, 24/7-accessible storage for what matters most
Most vaults are “self-serve” — you pay for the tool and figure it out on your own. As a Legacy Vault™ partner, I provide trusted guidance from start to finish so you never have to figure it out alone.
Secure Storage. Personalized Guidance. True Peace of Mind.
One-Time Purchase—Lifetime Access
Secure, Encrypted, and Accessible 24/7
One-Time Purchase—Lifetime Access
One-Time Purchase — Lifetime Access To Your Legacy Vault™
Your secure Vault is yours for life — with no ongoing subscriptions, renewals, or extra fees.
Once your Vault is set up, you’ll have unlimited access to update, maintain, and manage your records anytime. As life changes, you can easily keep your information current — so it’s always ready for you and your family, whenever it's needed.
included support options
Secure, Encrypted, and Accessible 24/7
One-Time Purchase—Lifetime Access
Unlike self-serve digital vaults, every Legacy Vault™ purchase includes guided support — so you're never left to figure it out alone.
You’ll choose one of two included support options:
- 12 months of Legacy Lounge™ Membership—live sessions (weekly co-working, guided conversations, expert Q&A, and gentle accountability)
- 3 private one-on-one sessions for fully customized help
After purchase, you'll receive full onboarding to select the support option that works best for you.
Secure, Encrypted, and Accessible 24/7
Secure, Encrypted, and Accessible 24/7
Secure, Encrypted, and Accessible 24/7
Your privacy is always protected with military-grade AES-256 encryption. The Legacy Vault™ gives you:
- Military-grade security: AES-256 encryption to protect your information
- Flexible authorized user access: Grant access to specific people with view/edit permissions
- Account co-owners: Invite a spouse, partner, or trusted person to co-manage your Vault
- Unlimited document uploads: Safely store copies of key records (files up to 40MB each)
- Full control: Manage, edit, and update your records any time, from anywhere