Your estate plan deserves a permanent home.

Sword & Shield Legacy Vault is the after-the-sale layer for your family plan. Keep every document current and organized, then grant read-only access to the professionals who serve you — each seeing only their slice.

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See how it works

A quick tour of your vault

Watch this short walkthrough to see how the vault organizes your estate documents and how you share access with your trusted professionals.

Trouble viewing the video? Watch it here.

The vault

What lives in your vault

One secure home

Wills, trusts, powers of attorney, policies, deeds and statements — organized by category, member and entity.

Scoped partner access

Invite your Medicare agent, P&C agent, advisor or attorney. Each sees only the categories you grant.

The Sword & Shield checklist

Track will, POA, healthcare directive, trust, beneficiaries and funding status with upload-in-place.

Always current

Expiration dates and completeness scoring surface what's missing before it becomes a problem.