Secure Your Legacy, Protect Your Future
At Great Lakes Estate Planning, we understand the importance of keeping your family's legacy secure and easily accessible. With the Family Legacy Vault, you can manage and protect your most valuable assets and information in a secure, digital space. Our vault system allows you to store important documents, records, and instructions for your family, ensuring they are available whenever needed.
What is the Family Legacy Vault?
The Family Legacy Vault is a secure, digital platform that helps you organize and store your critical documents and information in one place. Whether it’s your will, trust documents, health directives, or financial records, the Legacy Vault gives you peace of mind knowing your family will have easy access to everything they need in the event of an emergency or after your passing.
This service is an integral part of our Client Care Program, which is designed to help ensure that your estate plan stays current and your wishes are honored. The Family Legacy Vault is where all your important files and documents are securely stored, making it easy for your loved ones to find them when the time comes.
How It Works
Centralized Document Storage
Store essential documents such as your will, trust, life insurance policies, medical directives, and more in one secure, easily accessible place.
24/7 Secure Access
With your personal login credentials, you and your trusted family members can access the vault anytime, from anywhere in the world.
Easy to Use
Upload documents, photos, videos, and notes into the vault with just a few clicks.
User-Friendly Interface
The system is simple and intuitive, ensuring that even those with limited technical knowledge can manage their files without trouble.
Why Choose the Family Legacy Vault?
- Security: Your documents are encrypted and stored with the highest level of security, ensuring that only authorized individuals can access them.
- Convenience: No more worrying about missing or misplaced documents. Everything is in one place, ready when you need it.
- Peace of Mind: Knowing your loved ones will be able to easily access and manage your estate plan gives you and your family peace of mind.
How to Access Your Vault
To begin storing your documents securely, log in to the Family Legacy Vault using the link below:
Once you’re logged in, you’ll be able to upload and organize all your critical documents, ensuring your legacy is protected.
Included with Your Client Care Program
The Family Legacy Vault is part of our Client Care Program. This program offers ongoing support and ensures that your estate plan evolves with your changing needs. As part of this program, you can take advantage of the following:
- Annual Reviews: Schedule your annual review to ensure your estate plan remains current and reflective of any life changes.
- Access to Expert Advice: Have direct access to our estate planning professionals whenever you need guidance or updates.
- Guides and Resources: Access to user guides, FAQs, and resources to help you manage your Family Legacy Vault and estate plan.
Additional Resources
For a comprehensive guide to using the Family Legacy Vault, please download the My Life and Wishes User Guide below. This guide will walk you through the steps to organize your documents effectively.