Legacy Safe is a secure, cloud-based platform designed to help individuals and families organize, store, and share important documents like wills, medical directives, financial records, and final wishes, all in one place. It gives peace of mind knowing everything your loved ones need will be easily accessible when they need it most.

Legacy Safe is for everyone! It is perfect for individuals, couples, and families who want to be prepared for life’s “what-ifs.” Whether you're planning for the future, managing a loved one’s affairs, or helping aging parents get organized, Legacy Safe simplifies the process.

No. You don't have to have a will although we recommend wills for those who want to make sure their personal affairs are handled the way they prefer.

• Important passwords

• Pet information (vet info, medicines, who will take care of them)

• Mortgage, car loan, debt information

• Wills & trusts

• Powers of attorney

• Advance healthcare directives

• Insurance policies

• Bank & investment account info

• Legal documents

• Personal letters, recipes, stories, or videos

• Funeral preferences and final wishes

....and more!

Yes. We use bank-level encryption, two-factor authentication, and secure cloud storage to protect your sensitive information. Your privacy and security are our top priority. 

See the About the App security page for more detail!

Yes. You will be the primary member of your account which allows you to invite secondary members to join. There is no limit on secondary members and there is no additional charge to them or you to be a secondary member on an account.

Secondary members are unable to see any documents you, the primary member, has uploaded. Through Legacy Safe's permissioning tool, you can give loved ones access to certain files or folders as you deem it necessary.

Once permissioned, secondary members will have VIEW ONLY rights to your account. They will be unable to upload, edit, or delete documents.

An App Executor is someone you choose to access and manage your Legacy Safe account if you’re incapacitated or after your passing. They’ll have full access to the documents and information you’ve stored to carry out your wishes and handle your affairs.

Your named App Executor(s) will need to submit a death certificate in order for the system to allow them access to the Primary Member's account. Once the death certificate is verified, the App Executor(s) will have full control over files and folders.

Your App Executor(s) will have the ability to download documents once they have full access to your account after you die.

A Single Member account is 1 Primary Member.

A Joint Member account is 2 Primary Members who have access to the same account. Each will have their own set of folders to upload to in that account.

You can set permissions for the co-owner of a joint account to have visibility into your files/folders. 

Absolutely. You can log in and upload, update, or delete documents at any time. It's easy to keep everything current as life changes.

We offer several options:

Monthly:

A single member plan costs $9.99/mo.

A joint member plan costs $14.99/mo.

Yearly (a month free):

A single member plan costs $109.89

A joint member plan costs $164.89

We are also putting together pricing for a "Lifetime Package" which will be a one time fee vs. a subscription. - Coming Soon

No. Legacy Safe  does not  have access to any documents uploaded to member accounts. These documents can only be accessed by the Primary member and any Secondary members they grant access too.  

Think of it like this:

You’re putting your files into a locked safe, and then scrambling the lock combination so only you (and the people you choose) have the key. Even though your documents are stored on our secure servers, we can’t see them, read them, or access them. Only you and your trusted App Executor have that power.

We use the same kind of encryption that banks and hospitals use—strong, secure, and trusted—so your private information stays completely private, just like it should be.

Legacy Safe cannot give legal advice including preparing a will. It is strictly a secure storage platform for your personal information. 

You can cancel your Legacy Safe membership at any time.

Legacy Safe will keep the account open, free of charge, for 90 days after the primary member dies. The App Executors can then choose to keep the account active longer until they are ready to cancel the subscription. They will be informed of when the subscription renews to make decisions on continuing or closing the account. 

COMING SOON! The Attorney Search menu will allow both Primary and Secondary Members to search for a local attorney for questions or advice. After initial engagement with an attorney, legal fees may apply. 

COMING SOON! Legacy Letter Writing allows the Primary member a place to write or upload a letter/document to be scheduled to be sent to a Secondary member after the Primary member passes away.

Primary members who have cancelled their account, have 30 days to reactivate it without losing data. After 30 days, all account information will be permanently deleted and a new account will need to be created. 

30 days.