Successor Trustee Portal
Prepare the people you've chosen — before they're needed.
Why this matters
Your successor trustee will step in to manage your estate during a crisis — often with little notice and under significant emotional stress. LegaciVault's onboarding portal gives them a structured, private briefing so they know exactly what to do, where everything is, and who to call. The best time to prepare them is now, not during an emergency.
Named Trustees
No successor trustees designated yet
Designate a primary and backup successor trustee. They'll receive an invitation to complete a structured onboarding briefing through their own private portal.
Onboarding Curriculum
Each trustee completes these 5 modules at their own pace through their private portal.
Understanding Your Role
A plain-language guide to what a successor trustee does, when they act, and what legal protections they have.
Review the Trust Document
Read the governing instrument that defines your powers, duties, and the distribution instructions.
Access the Document Vault
Learn how to access all estate documents, where physical originals are stored, and how to retrieve them.
Meet the Professional Team
Contact information for the estate attorney, CPA, and financial advisor who will assist you.
Emergency Checklist
A step-by-step action plan for the first 72 hours after assuming trustee responsibilities.