What Can I Store in my Legacy Lockbox?

Your Assets In Order Legacy Lockbox is designed to store digital copies of your personal and private information.

Price - $2.45 per month OR $24.95 per year (a 15% savings)

Documents Including:

  • Wills and powers of attorney
  • Advance directives
  • Insurance policies
  • Stocks and bonds
  • Bank accounts
  • Brokerage, investment and retirement accounts
  • Mortgages, deeds and other legal forms
  • Car, boat and recreational vehicle titles
  • Appraisals
  • Birth, adoption and death certificates
  • Medical Records
  • Marriage licenses
  • Military records
  • Tax returns
  • Safety deposit box information
  • End-of-life instructions and final wishes

Heritage and Memorabilia Including:

  • Family photos
  • Genealogy
  • Descriptions and Locations of Personal Possessions
  • Your favorite music, poems, publications, videos and
    any other items that can be stored on a computer file
  • Text or video goodbye message

User names and passwords for services such as:

  • Email
  • Online banking
  • Online bill pay accounts such as utilities, credit cards or mortgage
  • Professional sites such as LinkedIn
  • Shopping sites like Amazon or Etsy
  • Social networking sites such as Facebook or Twitter
  • Photo-sharing services like Flickr

Asset Information for items such as:

  • Real Estate
  • Bank Accounts
  • Stocks and Bonds
  • Safety Deposit Box Information
  • Valuables (jewelry, dishes, etc.)
  • Storage Units/ Facilities
  • Insurance Policies End-of-Life Instructions and Final Wishes

5GB of Digital File Storage:

  • Photos
  • Documents
  • Videos

Price - $5.25 per month OR 49.95 per year (a 20% savings)

10GB of Digital File Storage:

  • Photos
  • Documents
  • Videos

Assets Value Dashboard

Snap & Click Camera Phone Download

Plus everything included in the Heritage Membership: