Legati is built for a problem most people understand but keep postponing: the important parts of life are scattered. A will may be in one folder, insurance papers in another, account notes in email, family instructions in someone's memory, and personal messages nowhere at all. When something happens, loved ones are left searching.
A good legacy vault should do more than store files. It should help you gather the right information, protect it, keep it current, and make it reachable by the right people at the right time. That is the purpose of Legati.
Encrypted document storage
The core of Legati is an encrypted vault for documents and files. You can upload estate documents, IDs, insurance policies, medical instructions, property records, tax files, family instructions, photos, videos, and other important material. The goal is simple: put the things people may need later into a secure place now.
This matters because paper is fragile and ordinary cloud folders are not built around legacy handoff. Documents can be misplaced, destroyed, locked behind a laptop, or hidden in an account nobody knows exists. Legati gives those files a dedicated home.
Mobile scanner-style upload
Not every important record starts as a PDF. Many families still have paper letters, signed forms, ID cards, envelopes, handwritten notes, and documents sitting in drawers. In the mobile apps, Legati supports scanner-style document upload so you can photograph pages, add files or photos to a queue, preview the selection, remove mistakes, and upload everything into the vault.
That lowers the barrier to getting started. You do not need to wait until you have a desktop scanner nearby. If you can photograph the document safely, you can begin organizing it.
Structured records and reminders
Some documents need more than a filename. Passports expire. Insurance policies renew. Medical forms change. Vehicle records, property documents, tax files, digital account notes, pet instructions, dependent-care details, and family recipes may need context, review dates, or reminders.
Legati's records area lets paid users categorize important household and legacy records, link them to vault files, add review or expiration dates, and keep reminder metadata. Reminder emails are intentionally privacy-conscious: they are meant to bring you back to Legati without putting full account numbers, document numbers, medical details, or file contents into email.
Secure notes for context
Files alone often are not enough. A document may answer what exists, but not why it matters or what someone should do first. Legati includes a secure access note for practical context: who to call, where a physical safe is located, which document is current, or what should not be shared broadly.
This is useful because families rarely need only data. They need guidance. A clear note can prevent confusion when the person who knows the answer is unavailable.
Will and medical directive tools
Legati includes tools to help subscribers prepare will and medical directive materials. These tools can guide you through decisions such as executors, beneficiaries, guardianship, personal wishes, healthcare preferences, and related planning details.
Legal requirements vary by jurisdiction, so generated documents should be reviewed by a qualified professional before use. The value is preparation: you can organize decisions, collect supporting documents, and keep final signed copies in the same secure vault.
Video messages and timed video
Some things are better said in your own voice. Legati supports video messages for personal context, family memories, practical explanations, and messages you want loved ones to receive later. Timed video messages let you prepare a message now and control later delivery using recipient and timing settings.
Documents can explain what to do. Video can explain why it matters. For many families, that difference is meaningful.
Delegates and controlled access
A legacy plan fails if nobody can reach it. Legati lets you add trusted delegates such as a spouse, adult child, executor, attorney, sibling, or close friend. Delegates are designed for controlled access, not password sharing.
This matters because giving someone your main password is risky and often unnecessary. A delegate path gives trusted people a clearer, safer way to receive access when appropriate.
Wellness checks
Wellness checks are periodic check-ins. If you respond, nothing more needs to happen. If you stop responding within the configured process, Legati can alert the people you selected.
This is not a replacement for emergency services, medical care, or regular family contact. It is a backup signal for people who live alone, travel often, have health concerns, or simply want another layer of continuity.
Encrypted USB delivery
For users who want an offline copy, Legati supports optional encrypted USB delivery where available. The USB option is useful for families who want a physical backup that can be stored separately, handed to an executor, or kept with other estate materials.
An offline backup should not replace the online vault. It gives another recovery path if a family member needs one later.
Regional privacy and data separation
Legati separates its United States and European Union environments. Accounts on legati.co use the US environment. Accounts on legati.nl use the EU environment. The regions are designed to keep databases, file storage, and operational boundaries separate.
For customers, the reason is practical: sensitive family material should have clear residency and handling rules. Estate planning involves documents people would not casually email around.
Checklist-driven setup
Most people do not finish legacy planning because the first step feels too large. Legati's checklist breaks setup into smaller actions: upload files, add record details, create or store will materials, add a delegate, record video, and review wellness settings.
You do not need to complete everything in one sitting. The better approach is to make a useful first pass, then improve it over time.
Why customers need this
People buy Legati because they want to reduce uncertainty for the people they care about. The real customer need is not only storage; it is continuity. If you become unavailable, incapacitated, or pass away, your family should not have to guess where things are, what is current, who to call, or what you wanted.
Legati helps answer those questions before there is a crisis. It brings together documents, reminders, notes, wills, messages, delegates, wellness checks, and backup options in one secure workflow.
A practical first plan
- Upload your most important identity, insurance, and estate documents.
- Add record details for anything with an expiration or review date.
- Write one short secure note explaining what matters most.
- Add one trusted delegate and confirm their contact details.
- Record a short video explaining where to start.
- Review will, medical directive, wellness, and USB options when ready.
The goal is not perfection on day one. The goal is to make the next hard day easier for the people who may one day need your help.