Legacy Vault
Introducing the Legacy Vault™
At Hillsborough Notary we believe estate planning encompasses more than just the paperwork – it’s about providing peace of mind for you and your loved ones. That’s why we are pleased to offer the Legacy Vault to all of our estate planning clients.
What is the Legacy Vault?
The Legacy Vault is a secure, cloud-based solution designed to store and organize your most important documents and critical information in one place. This ensures that your loved ones have immediate access to everything they need when they need it most.
What the Legacy Vault Offers
- Centralized Key Information
Store details about insurance policies, retirement benefits, deeds, titles, bank
accounts, and more. - 24/7 Accessibility
Your loved ones can access vital information from anywhere, at any time, reducing stress during difficult times. - Top-Level Security
The Legacy Vault utilizes AES 256 encryption—the same standard used by banks and the U.S. military—ensuring your data remains secure and private.
The Legacy Vault guides you through planning, addressing every aspect of your life to help you record the critical information you need access to while providing instruction and guidance for your loved ones.
How the Legacy Vault Benefits You and Your Family
- Financial Information & Account Access
Easily manage insurance policies, retirement benefits, investments, bank accounts, and more. - Estate Planning Documents
Store your wills, trusts, powers of attorney, and living wills securely. - Personal and Digital Information
Keep track of social media accounts, online bill pay account, household account
details, and more. - Funeral and Memorial Wishes
Document your burial or cremation preferences, service details, and other personal instructions. - Health Care Information
Maintain records of long-term care details, medical history, physician contacts, and more.
A Gift to Your Family
Providing the Legacy Vault is one of the greatest final gifts you can give your family. It simplifies their responsibilities during a challenging time and ensures that your legacy is managed according to your wishes
Financial Information, Location & Access
- Insurance policies
- Retirement benefits
- Investments
- Deeds and Titles
- Safe deposit boxes
- Bank accounts
- Loans
- Credit cards
Personal Data & Digital Information
- Access to your digital devices like tablets, smart phones, computer
- Social media accounts
- Online bill-pay and auto drafts
- Household account information
- Key advisors to assist your loved ones
- Children and family member information
- Video messages to your loved ones
Estate Planning Information & Document Location
- Wills
- Trusts and Trustees
- Living Will
- POAs (Power of Attorney)
- Pet care instruction and directives
- Wishes for gifts and heirlooms
Funeral Information
- Burial / cremation desires
- Special clergy or other participants
- Funeral and memorial service wishes
- Grave / memorial location
- Eulogy notes
- Obituary notes
- Desired donations
Health Care Information
- Long Term Care details
- Advance directives
- HIPAA and Healthcare POA
- Organ donation
- Medical history
- Physician contact information
Exclusive Offering
Only Available through Hillsborough Notary
- Concierge Service always available to assist you
- Custom Templates of items and information you may want to gather for your Digital Vault
- Annual Digital Wellness Audit
