Home About Us Wealth Management Asset Management Education Portal
Wealth Management
Retirement Analysis & PlanningPlanning ProcessPlanning DesignThe Vault
The Vault
The Vault
 Home » Wealth Management » The Vault




Maximize the Potential of our client Relationship



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.

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.





Last Updated: November 6th, 2011 5:24 PM CST
Translate: Spanish French German Italian Portuguese Chinese (Simplified) Japanese Korean Russian

Home| ADV| Legal Disclaimer| Prviacy Agreement| Contact Us
© 2009 Legacy Investment Advisors, LLC. All rights Reserved.