For estate planning professionals · Legacy Vault™
The plan you drafted, found on the day it matters.
Every signed estate plan can include a ScanVault Legacy Vault™: the will, the trust, the powers of attorney and the account list, organized in a secure place your client keeps and their family can reach when the time comes. Provided by you.
- 📜
Documents their family can find
- 🤝
Your name on it for decades
- 🔁
The next generation comes back to you
ScanVault📜 Legacy Vault™
Provided by
Whitfield & Reyes Estate Law
- ▣ Will & Trust
- ▣ Powers of Attorney
- ▣ Healthcare Directives
- ▣ Deeds & Titles
- ▣ Accounts & Insurance
- ▣ Beneficiary Designations
Powered by ScanVault
📁 Personal Vault
Your private ScanVault
Peace of mind for them. A lasting place for you.
Who it's for
Built for the professionals who plan for what comes next.
Whether you sign forty plans a year or four hundred, every client gets the same thing: a vault with your firm's name on it.
Estate planning attorneys
Provide it at signing. Your name is there every time they open the will.
Elder law attorneys
Care directives, powers of attorney and benefit records, kept where the family can reach them.
Trust & estate firms
One branded experience for every client, across every attorney in the firm.
The problem
An estate plan in a drawer is a plan nobody can find.
The binder goes in a drawer
Clients leave with a handsome binder and put it somewhere safe. Years later nobody remembers where. A Legacy Vault keeps the plan where their family can find it.
Updates never make it back
A new account, a new grandchild, a sold house. The plan drifts away from real life. A vault they open regularly is a plan that stays current.
The family calls a stranger
When the time comes, the adult children search for an attorney, any attorney. Your firm's name on the front of the Legacy Vault means they call you.
The client experience
Your estate plan comes with your own ScanVault Legacy Vault™.
That sentence is the whole offer. Not software seats, not storage, not a receipt scanner. A place for the documents a family needs on the hardest day, given by the attorney who drafted them.
The vault opens with the structure an estate plan actually has: Will & Trust, Powers of Attorney, Healthcare Directives, Deeds & Titles, Accounts & Insurance, Beneficiary Designations, Letters & Final Wishes, Prior Versions. The first document has a home before it's scanned.
You see that they activated it. What's inside stays theirs unless they choose to share something with you, or give a trusted person access.
The client journey
From signing day to the day the family needs it.
- 1
Signing
You give the client a Legacy Vault at signing, by email or with a QR code on the estate binder.
- 2
Legacy Vault
They activate it in one tap. The will, trust, powers of attorney and directives already have a place to live.
- 3
The years between
Deeds, account changes, beneficiary updates and letters go in as life changes, with your firm's name on the front.
- 4
When it matters
A spouse, an executor or an adult child can be given access. The documents are there, and so is the attorney who drafted them.
How it works
Four steps, none of them a sales pitch.
- 01
Give a client a Legacy Vault
At signing, enter their name and email from your partner dashboard. ScanVault sends the invitation with your firm's name on it.
- 02
They activate in one tap
New to ScanVault? They create an account. Already a user? The Legacy Vault is simply added to the account they have.
- 03
The structure is ready
Will & Trust, Powers of Attorney, Healthcare Directives, Deeds & Titles, Accounts & Insurance, Beneficiary Designations, Letters & Final Wishes: organized before the first scan.
- 04
It stays private to them
You see that the Legacy Vault was activated. What's inside is theirs unless they share a document with you, or give a trusted person access.
Legacy Vault™ program
Example dataWhitfield & Reyes Estate Law
Legacy Vaults provided
28
Activated
24
Awaiting
4
Available
72
| Eleanor Park | Activated | Feb 09 |
| The Nguyen Family Trust | Invited | Resend · Copy link · QR |
| Walter Hayes | Activated | Jan 22 |
Partner tools
Everything you need, and nothing you'll have to manage.
- Give a client a Legacy Vault
- By name and email at signing, or with your partner code and QR on the estate binder.
- Resend or fix an address
- Clients who use a spouse's or work email can ask you to resend; one click does it.
- Your brand on every vault
- Logo, name and colour on the vault card, the invitation and the activation page.
- See activations, never documents
- You know who activated. The will and trust inside stay theirs unless they share them.
What you see
- ✓ Vaults provided, activated, and awaiting activation
- ✓ Your logo and name on every vault you provide
- ✓ Documents your client chooses to share with you
- ✓ Resend, copy link, and QR code for every invitation
What you never see
- — The contents of their Legacy Vault, unless they share a specific document.
- — Their Home Vault, Tax Vault, Personal Vault, or any other professional's vault.
- — Their questions, searches, or activity.
Providing the vault is not owning the vault. That boundary is what makes clients comfortable putting everything in it.
Pricing
One simple price per Legacy Vault.
Every Legacy Vault you provide is sponsored for 3 years from the day your client activates it, scanning and vault chat included, your name on the front. No subscription. Unused vaults carry over to the next year.
1 vault
$29
per vault
Buy one whenever you need it.
Starter
$250
$25 per vault
10 vaults.
Growth
$1,000
$20 per vault
50 vaults.
Enterprise
Talk to sales team
200 or more vaults
Volume pricing for brokerages and firms. Tell us about your volume →
Which pack fits you?
- Solo attorney: Growth
- Boutique firm: two or three Growth packs a year
- Larger firm: talk to our sales team
Your client pays nothing for a vault you provide.
Cost calculator
How many estate plans does your firm sign each year?
Best fit
Starter packs
$308for 12 Legacy Vaults
1 Starter + 2 singles · exactly covered
$25.67 per Legacy Vault
| Option | Total |
|---|---|
| Single vaults12 × $29 | $348 |
| Starter packsBest1 Starter + 2 singles · exactly covered | $308 |
Each Legacy Vault is sponsored for 3 years from the day your client activates it. Unused vaults carry over to the next year.
Become a partner
Be one of the first estate planning partners.
We're onboarding partners in small groups, not hundreds at a time, so every firm gets a proper start: personal onboarding, a direct line to the team, and a real say in how the workflow takes shape.
- ✓ Personal onboarding
- ✓ Direct feedback channel
- ✓ Influence over the workflow
No credit card to apply.