Your legacy,
organized.
The secure digital vault and guided planning platform that ensures your family's most important documents and wishes are always accessible — and always current.
55%
of Americans have no estate plan
68%
of employees want estate planning benefits
$84T
in wealth transferring to next generation
15 min
average time to complete your vault
LegaciVault is the entry-level platform of the Vestrum Trust family — trusted by families, advisors, and fiduciaries.
Platform Features
Everything your family needs,
exactly when they need it.
Document Vault
Encrypted storage for your Will, Revocable Trust, Power of Attorney, and Healthcare Directive — with clear guidance on where physical originals are held.
Asset Inventory
A guided wizard that catalogs every account, policy, property, and digital asset your family owns — organized, not overwhelming.
Beneficiary Tracker
Ensure every IRA, 401(k), and life insurance policy has the right beneficiary on file. Misalignments are flagged automatically.
Successor Trustee Portal
Prepare the person you've chosen to manage your estate. They receive a structured, private briefing — before a crisis, not during one.
How It Works
Set up in under 15 minutes.
Three simple steps to protect everything your family needs.
Upload
Securely upload your Will, Trust, Power of Attorney, insurance policies, and any other critical documents — from your phone or desktop, in seconds.
- Drag-and-drop or mobile capture
- PDF, image, or scanned docs
- 256-bit AES encryption at rest
Organize
Our guided wizard walks you through cataloging every asset, account, and policy. Beneficiary gaps and missing documents are flagged automatically.
- Guided asset inventory wizard
- Beneficiary alignment checker
- Estate plan completion score
Share
Grant your successor trustee, attorney, or family members access to exactly what they need — with granular controls and a clear audit trail.
- Role-based access controls
- Successor trustee onboarding portal
- Advisor read-only view
Pricing
Simple, transparent pricing.
Start free. Upgrade when you're ready. No hidden fees, no lock-in.
Basic
- Guided asset inventory checklist
- Limited document vault (3 files)
- Educational resources library
- Estate plan completion score
Your Family's Story
Estate planning is an act of love, not paperwork.
The documents in your LegaciVault represent decades of decisions, relationships, and values. Our platform treats them with the care they deserve — not as files to be uploaded, but as the foundation of your family's future.
When the time comes, your successor trustee will have everything they need: not just the legal documents, but the context, the instructions, and the confidence to act on your behalf.
Estate Plan Status
3 items need attention