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So, what can you put in the Vault
• Legal Documents
– Wills
– Deeds
– ILITS
– Revocable & Irrevocable Trusts
– Marriage Certificates Or Divorce Decrees
– Passports
– Drivers License
• Medical Records
• Insurance Policies
• Monthly Statements
– Investment Accounts
– Bank Statements
– Credit Cards
– Frequent Flyer Miles
• Tax Returns
• Family Photos
• Warrenties
• Pictures of Artwork & Antiques
• Audio File
– Message or bequest to the family and loved ones, that can be stored and listened to online. |
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Do you know where their important paper and records are? Our clients can protect their most personal documents, Irreplaceable photos, videos and family histories in TotaLegacy’s Vault. The Vault provides an online “safety deposit box” accessible from anywhere (with internet connection) anytime. With your valuables in the encrypted Vault, our clients can have peace of mind.
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Wealth Management
