Local desktop vault
Start from a private desktop app where the main profile is encrypted on the device.
Features built around the handoff.
Legacy Toolkit gives private records, supporting files, reminders, and trusted access one clean structure so the right person can find the right detail.
Encrypted sync
Use cloud sync when needed while keeping uploaded profile data encrypted before it reaches the server.
Clear handoff
Use profile sections, documents, and access controls to make next steps understandable.
Profile
A guided information profile for the details people actually need.
Legacy Toolkit turns the scattered parts of a handoff into one ordered record: accounts, assets, contacts, policies, property, subscriptions, and personal instructions.
Personal details
Financial records
Contacts
Wishes
Structured prompts keep the profile readable instead of becoming a loose folder of notes.
Dashboard readiness shows where the profile is strong and where important details are still missing.
Answers can be reviewed, updated, and exported when the plan needs to be shared offline.
Documents
Documents stay connected to the context they prove.
Upload estate paperwork, insurance files, ID documents, business records, and other proof beside the relevant profile areas so nobody has to guess what a file is for.
Policies
Statements
Directives
Proof files
Files are organized around the plan, not a generic storage bucket.
Document references sit beside the profile details they support.
The vault is designed for long-term clarity when someone else has to act.
Sharing
Share selected sections without handing over the whole vault.
Trusted access is built for family, executors, advisors, and business continuity. Give people the parts they need and keep sensitive sections controlled.
Section access
Recipient control
Revocation
Audit context
Sharing is explicit, section-based, and designed around real handoff roles.
Recipients get the context they need without browsing private areas that are not relevant to them.
Access can be changed as relationships, advisors, or responsibilities change.
Upkeep
Reminders make the plan easier to keep current.
Track renewals, policy checks, license dates, subscriptions, important anniversaries, and follow-up work before the profile goes stale.
Renewals
Important dates
Checklist progress
Follow-ups
The profile is built to be maintained over time instead of completed once and forgotten.
Checklist progress helps turn a large planning job into smaller, visible steps.
Important dates stay connected to the records they affect.
Start with the desktop vault, then fill the profile over time.
Download Legacy Toolkit, add the core records first, and expand the plan as the important details become clear.
Go to downloads