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Legacy Vault — a note for my financial advisor

A private, encrypted organizer where I keep my accounts, beneficiaries, and estate details in one place.

What it is

Legacy Vault is a small, free app I use to gather my important records into one organized document — my accounts and beneficiaries, where my key papers are kept, my wishes, and my life story. It runs right in a web browser. There is no account and no company holding my data: everything I type is saved to a single encrypted file that stays on my own device, protected by a passphrase only I know.

Why I'm showing it to you

So we can see the whole picture in one place, and so nothing important slips through the cracks in our planning. The Personal Organizer inside the vault is, in effect, my estate-and-finances roadmap. The sections most relevant to our work are below.

Accounts

Bank accounts, investments, credit cards, and online payment services — with joint owners and POD/TOD beneficiaries noted.

Retirement & benefits

Retirement accounts, Social Security, employer and veteran's benefits, each with its beneficiary.

Insurance

Life insurance (amounts & beneficiaries) plus home, auto, and health policies and where they're kept.

Debts & what's owed

Mortgages and loans I owe, and money or property owed to me.

Property

Real estate, vehicles, safe deposit box, and other titled or valuable property.

Digital & crypto

Cryptocurrency, domains, and online assets that are easy to overlook in an estate.

Key documents & where they are

Will; living/revocable trust with trustee & successor trustee; financial power of attorney and my appointed agent; guardianship; any business-succession agreement.

My key advisors

Executor, attorney, accountant, tax preparer, financial advisor, and insurance agent — names and contacts in one list.

How you can look at it

  1. It opens in any web browser — nothing to install. I can bring it up on my own screen so we can go through it together.
  2. I enter my passphrase to unlock it. My information is read only on my device; nothing is uploaded anywhere while we look.
  3. If you'd like a copy to keep, I can hand you a plain printout or PDF using the vault's built-in Readable Export — either the whole thing or just the financial sections.

How it keeps my information private

Nothing is ever sent to a server — there isn't one.
  • The file is encrypted with strong encryption built into the web browser, using a passphrase only I know.
  • There's no account, no login, and no internet connection required to use it.
  • You never need my passphrase. I decide what to show you and what to hand over.
  • Any printout or PDF I give you is not encrypted, so we'll both treat it as carefully as the original paper documents.

See it for yourself

You're welcome to open the app and click around — it starts empty, so nothing private is shown: simplehelpers.com/legacy-vault

My details

My name:  
Where my vault file is kept:  
Who else knows how to open it:  
Find the app online at: simplehelpers.com/legacy-vault