What’s Inside the LegacyVault Document ?
Section 1 – Personal & Contact Information
Store key personal details such as full name, date of birth, address, and important contacts (family members or trusted individuals).
Section 2 – Well-Being Details
Keep track of essential well-being information, including allergies, medications, and important contacts.
Section 3 – Coverage Information
Organize information about coverage, vehicles, assets, and other relevant policies along with contacts.
Section 4 – Resource Overview
A clear overview of resources: accounts, savings, future resources, and other key information in one place.
Section 5 – Assets
Document details of homes, vehicles, valuables, and other belongings for easy reference.
Section 6 – Important Documents
Keep copies of agreements, authorizations, and other key documents in one safe, organized location.
Section 7 – Digital Life & Online Accounts
List important online accounts such as email, cloud storage, subscriptions, and access instructions.
Section 8 – Preferences & Instructions
Outline personal preferences, special requests, or key information to share with trusted individuals.
Section 9 – Access & Organization Guide
Provide clear instructions on where the file is stored and how trusted individuals can access it when needed.
Section 10 – Final Review & Completion Checklist
A final review section with a simple checklist to ensure all information is complete and organized.
