Invite residents
Use one of the five included resident seats. Each resident creates their own credentials and owns their vault.
For institutions
Built to sit inside institutions people already trust.
Banks, insurers, and estate attorneys can offer Legacy Vault directly to their clients, a benefit that strengthens the relationship long after the paperwork is signed. We handle the verification and the infrastructure; your institution keeps the relationship.
Talk to us about partnership
$49.99 / month · 5 resident seats · 50 GB pooled
No credit card is required to create an account.
- Banks & credit unions
- Insurance carriers
- Estate & elder law firms
Resident-centered onboarding
Support without taking control.
Assign assistance
Administrators assign staff to specific residents. Assistance is limited, explicit, and revocable.
Track completion
See invitations, active seats, assignments, and completion progress without opening resident vault contents.
A firm privacy boundary
Residents keep the keys to their story.
Organization administrators manage invitations, resident seats, staff accounts, assistance assignments, and completion status. They cannot open the contents of a resident's vault.
Administrator and assisting-staff accounts do not consume the five included resident seats. The organization's 50 GB allowance is shared across its currently sponsored resident vaults.
Organization plan
A vault sized to the people you serve.
- Five resident seats
- 50 GB pooled across sponsored resident vaults
- Administrator and assisting-staff accounts included
- Resident invitations and completion tracking
- Larger packages of 50 or 100 resident seats available
Need more room? Add 10 GB of storage for $5 per month.
- Pricing quoted for your facility
- Pooled storage confirmed during partnership planning
- No self-service charge until terms are approved
Before you begin
Organization FAQs
Can administrators read resident vaults?
No. Administrators can manage seats, staff, assignments, and completion status, but cannot open resident vault contents.
Which accounts count toward the five seats?
Only sponsored resident vaults consume resident seats. Administrator and assisting-staff accounts do not.
How does the 50 GB allowance work?
Storage is pooled across the organization's currently sponsored resident vaults, rather than assigned separately to each resident.
Can an institution purchase more resident seats?
Yes. Larger packages of 50 or 100 resident seats are available for care homes and other organizations.
Can organizations store clinical records?
No. Legacy Vault is for estate and identity records, not clinical records or protected health information. It makes no HIPAA claim.
Start with five resident seats
Give every resident ownership of what matters.
No credit card is required to create an account.