LegacyVault
LegacyVault helps individuals, families and authorised professionals organise estate instructions, wills, assets, liabilities, beneficiaries, dependants and critical documents within a controlled digital environment.
A secure, modular platform built for complex real-world workflows
LegacyVault helps individuals, families and authorised professionals organise estate instructions, wills, assets, liabilities, beneficiaries, dependants and critical documents within a controlled digital environment.
Core capabilities
- Guided profile, family, dependant and beneficiary records
- Structured asset and liability categories with “other” fields
- Wills, succession instructions and professional review workflows
- Secure upload of identification, certificates, permits and supporting records
- Passport-photo and identity-document records for authorised persons
- Role-based access for clients, lawyers, executors, trustees and institutions
- Controlled release conditions, alerts and complete audit history
- Reports, dashboards, reminders and succession-readiness checks
Designed as connected, role-based journeys
Personal Vault
Identity, family, beneficiaries, dependants, wishes, assets, liabilities and secure records.
Professional Workspace
Authorised lawyer, executor, trustee, adviser and institutional collaboration with scoped access.
Release & Verification
Configurable death/trigger verification, approvals, notifications and release rules.
Asset Register
Property, businesses, bank relationships, investments, vehicles, digital assets and other categories.
Security Intelligence
Anomaly detection, suspicious access alerts, risk scoring and investigation support.
Administration
Packages, onboarding, approvals, permissions, reports, integrations and policy configuration.
Security, privacy and accountability by design
Production deployments are configured according to the client’s data, risk, hosting, integration and compliance requirements.
- Encryption in transit and at rest using modern, properly managed cryptography
- Multi-factor authentication, optional biometric verification and device/session controls
- Least-privilege role-based access with maker-checker approvals
- Tamper-evident audit logs, alerts, retention rules and secure backups
- Secure file scanning, integrity checks, controlled downloads and watermarking
- Privacy by design, consent records and data-subject workflow support
- API security for approved law firm, bank and institutional integrations
- Independent security testing and incident-response readiness before production launch
Explore a tailored LegacyVault deployment
Request a discovery session covering users, workflows, integrations, security, implementation and support.