How it works
Everything they'll need.
Right where they'll look.
Three simple steps. About fifteen minutes. No lawyer, no jargon — just peace of mind.
- I
I · Store
Store the documents you already have
Upload what matters — your will, trust, insurance policies, IDs, account details, and the small instructions only you know. You can even note where physical items live (“the original will is in the safe-deposit box at First National”). Add one thing or everything; even a single document is a real start. It is all protected with bank-level encryption — readable only by you.
- II
II · Designate
Designate who receives it, and who confirms
Name the people who should one day receive your documents, and choose exactly what each person gets. Then name your verifiers — a few trusted people who can confirm when the time has come. While you are here and well, nothing is shared with anyone. You are always in control.
- III
III · Release
Release — a verified hand-off, only when it's time
Should anything happen to you, your verifiers confirm it, a waiting period passes, and only then are your documents released to the people you chose. Every step is recorded, start to finish. No automatic “we emailed you and you didn't reply” guesswork — a calm, verified process your family can trust.
What makes this different
Most “digital vaults” hand over your files the moment you stop answering emails — a guess, not a confirmation. A folder on your computer or a cloud drive can store a will, but it cannot make sure the right people actually receive it, or protect against the wrong people getting in. Legatus Vault is built around the hand-off itself.
- Verified, not assumed
- Trusted people you name confirm when the time has come — we do not simply guess from an unanswered email.
- A waiting period
- A deliberate hold before anything is released, so nothing happens by accident and an honest mistake can be undone.
- A complete record
- Every step is logged, so your family can trust exactly what happened and when. The log is append-only.
That is the part a folder cannot do. It is the reason we exist — and you can read the technical detail on our security page.
Your questions, answered
- Who can see my documents?
- Only you — until a verified release. You decide in advance what each person you name is allowed to receive. Nothing is shared while you are here and well, and no Legatus employee can read your documents without an authenticated request from you or a fully verified release event.
- How do my heirs actually get access?
- When the time comes, the verifiers you chose confirm it. After a short waiting period, the people you named receive exactly the documents you set aside for them — no court order and no scavenger hunt. Each heir sees only what you assigned to them, and nothing else.
- What if I forget my password?
- You can securely recover your account. Your documents stay encrypted throughout, and strong sign-in protection keeps everyone else out. Because the security of your account protects your family's documents, we strongly encourage two-factor authentication and prompt you to turn it on.
- What happens if Legatus Vault ever shuts down?
- Your documents are always yours. You can export your complete archive at any time, and our commitment — in writing — is that your files would be returned to you, never held hostage. A product meant to outlive you should not disappear with us.
- Is this a law firm? Do I need a lawyer first?
- No. We are a secure place to keep and pass on the documents you already have — we do not draft them and we do not give legal advice. Legatus Vault works alongside your attorney, or alongside documents you made yourself.
- Is it really secure?
- Yes. Your files are encrypted to the same standard banks use — AES-256 — protected by strong sign-in, and readable only by you and the people you choose. Access is enforced at the database level, not just in application code, and every meaningful action is recorded in an append-only audit trail.
It takes about fifteen minutes. The peace of mind lasts.
Begin today — and decide who should one day receive what matters, while it is entirely in your hands.