A calmer way to prepare
Everything that matters, organized for the people who matter most.
Keep your will, important documents, instructions, and access information organized in one private place—so the people you trust know exactly where to turn when it matters.
Simple to set up. Private by design. Built for the people you trust.
My legacy vault
Private workspace
Core documents
Your will
Last will & testament
Digital copy added
Original location
Home safe · Top shelf
The missing step
A will only helps if the right people can find it.
Creating a will is important. Making sure your family knows where it is, what exists, and who should have access is just as important.
Your original will is somewhere
People may know a will exists without knowing where the signed original is stored.
Important information is scattered
Documents, attorney details, and instructions often live in different folders, devices, and inboxes.
Your family is left searching
At the moment clarity matters most, loved ones may not know what exists or where to begin.
One clear place
The information they will need, thoughtfully organized.
Simply Safe Legacy focuses on what happens after your documents exist: where they are, who needs to know, and where those people should start.
Record where your original will is
Save the exact physical location of the signed document, along with the details needed to find it.
Keep important documents together
Organize digital copies of your will and related supporting documents in one clear place.
Choose who can access what
Add trusted people and set permissions around the information they should be able to see.
Plan access around your wishes
Organize information based on what is appropriate to share now and what is intended for later.
How it works
Set it up once. Keep it current.
Add your information
Record your will location and add the documents and instructions that matter.
Add the people you trust
Choose family members, executors, attorneys, or others who should know about your information.
Control what they can see
Manage access to your information according to your wishes.
A useful overview
See what is recorded—and what needs attention.
A focused dashboard turns scattered details into a calm, understandable starting point.
Last will & testament
Information complete
- Original location
- Home fireproof safe
- Attorney
- Jordan Lee, Esq.
- Trusted people
- 3 connected
- Supporting documents
- 5 files
- Last reviewed
- 2 months ago
Thoughtful protection
Your most personal information deserves thoughtful protection.
Learn about securityPrivate by design
Your legacy information should remain private and available according to the permissions you establish.
You control access
Choose who is connected to your vault and what information they are permitted to see.
Built around sensitive information
Designed for documents and details you would not want scattered across inboxes, drives, and cabinets.
For anyone who wants to make things easier for the people they love.
Individuals
Keep your own will and important legacy information organized.
Families
Make sure trusted family members know where important information is when they need it.
Executors and trusted contacts
Give the people responsible for carrying out your wishes a clear place to begin.
Does Simply Safe Legacy create my will?
No. It helps you organize information about an existing will, documents, trusted contacts, and instructions. It is not a law firm and does not provide legal advice.
Do I still need the original signed will?
A digital copy should not be assumed to replace the original. Simply Safe Legacy helps you record exactly where the signed original is located.
Who can see my information?
Your vault is designed around permissions so you can choose which trusted people are connected to particular information.
Can I update my information later?
Yes. Your circumstances and documents may change, so the product is designed for you to review and keep information current.
Give the people you trust a place to start.
Organize your will, documents, and legacy information today so it is there when your family needs it.