What Can You Add to Your Vault?
The Legacy Logix Digital Vault is a place to safely upload everything connected to your Estate. Think beyond legal documents: consider anything that should be accessible during the settlement process. Don’t worry about where to put each item - we’ll categorize them for you. Here’s a list to get you started.
LEGAL
Trust
Will
Power of Attorney
Advance Directives
Other Estate plan documents
FINANCIAL
Bank accounts
Brokerage accounts
Retirement accounts
Flexible Spending accounts
Equity Grants
Employee Stock Ownership Plan
(ESOP) accounts
CDs, T-Bills, Bonds
Trust accounts
Cryptocurrency accounts
Royalties
Receivables
Tax planning documents
Credit card accounts
Mortgages
Loans
INSURANCE
Umbrella Insurance policy
Life Insurance policy
Homeowners Insurance policy
Auto Insurance policy
Pet Insurance policy
Jewelry Insurance policy
Travel Insurance policy
Health Insurance policy
Long Term Care Insurance policy
Disability Insurance policy
Annuities
PROPERTY
Real Estate deeds/titles
Vehicle purchase docs and titles
Jewelry list and value
Art list and value
Collectibles list and value
Other valuables/personal property
IP (patents, trademarks, copyrights)
Digital Assets
IDENTITY
Birth Certificate
Passport
Drivers License
State ID Card
Social Security Card
Military ID Card
Permanent Resident Card
Employment Authorization Document
Pension Card
MEDICAL
Medical records
HIPAA Authorization
Health Insurance
Health Care Power of Attorney
Advance Health Care Directive
Health Savings Accounts
BUSINESS
Business formation docs
Business accounts
Business insurance
Business Succession plan
OTHER
Letter of Intent
Trustee instructions
Other special instructions
Password instructions
Pre-paid funeral plans
Final Arrangement instructions
Safe Deposit Box information
Pending legal claims and lawsuits
Pre- or Post-Nuptial Agreement
Marriage Certificate
Divorce Decree
P.O. Box information