Legacy Vault Kit for Professional Partners
Help clients organise the documents, guidance, contacts, wishes and life details their families will actually need — all in one secure, practical place.
Legacy Vault Kit helps you offer something deeply valuable without creating extra complexity for your business. It supports your clients, strengthens trust, and gives families more clarity when it matters most.
A will is essential. But a will on its own does not tell a family where everything is.
After illness or death, families are often left searching for key information:
Legacy Vault Kit gives clients a calm, structured place to organise everything their loved ones may need.
Help clients organise what their family may struggle to find later.
Show care, foresight and professionalism beyond paperwork.
Make difficult life admin feel simpler for your clients.
A ready-made solution you can introduce with confidence.
25 client accounts for £75 per month
£3 per client when fully used
£9.99 per month retail value per client
You can offer real value while keeping your cost low and goodwill high.
This helps families know what exists, where to look, and what needs attention.
Offer peace of mind, clarity and structure for the families your clients care about most.