A legacy vault should contain the things your loved ones, executor, or trusted delegate may need when you cannot explain everything yourself.
Legati is built as a secure legacy vault for digital estate planning, encrypted documents, wills, timed messages, and delegate access. The checklist below is a practical starting point.
Estate and Legal Documents
- Signed will and any updated drafts
- Medical directive or living will
- Power of attorney documents
- Trust documents, if applicable
- Executor notes and attorney contact information
Identity, Household, and Financial Records
- Identity documents, passports, and birth certificates
- Insurance policies and beneficiary notes
- Property, vehicle, and mortgage records
- Banking, investment, and retirement account inventory
- Instructions for important bills, subscriptions, or accounts
Medical and Personal Wishes
Include medical preferences, medication lists, doctor contacts, care instructions, funeral wishes, memorial preferences, and anything your family should know before making difficult decisions.
Messages and Memories
Timed video messages can carry context that documents cannot. Some people record practical instructions. Others leave birthday messages, family stories, encouragement, or personal goodbyes.
Delegate Instructions
Add clear notes for who should do what. A delegate may need to know which document is current, who to call first, where a physical safe is located, or what should not be shared broadly.
Review Legati features, compare plans, and use the FAQ to decide how much storage and how many timed messages you need.