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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 & Estate 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