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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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.