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Ask our office about LegalVault®, we will upload your wills, powers of attorney and trusts for your convenience and you can also upload any other documents that you want to store. You can access LegalVault® from our website with your ID and password.
 
LegalVault® is a special document storage system which allows you and your attorney to easily and securely store and maintain important documents as well as vital medical and asset information for convenient retrieval.
 
Vault allows to:
  • Store healthcare directives such as healthcare powers of attorney and living wills.
  • Store emergency medical information including:
    • Allergies
    • Medications
    • Medical Conditions
    • Physician Information
  • Store legal and financial documents such as trusts, deeds, wills, contracts and tax returns.
  • Automatically notify your attorney when you add new documents to your account, making LegalVault a perfect platform for secure document exchange.
  • Store online passwords to ensure your virtual legacy is remembered.
  • Store advisor contact information.
  • Store asset information in special sections designed to securely record details and figures for your:
  • Bank accounts
  • Real estate
  • Investments
  • Retirement accounts
 
With LegalVault® you can access your documents everywhere you are at any time. All you need is access to a computer with internet connection to securely view all of your stored documents in one convenient location.


Estate Planning Deficiencies Check-Up

Just click below to access your own complementary checklist.  

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 Do you know for certain if your Estate Plan accomplishes your wishes for you and your family  under the current Estate and Income Tax Laws and in your currrent circumstances?

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