How it works

Everything your loved ones need to know, organized in one place.

Simply Safe Legacy guides you from the most important document details to the people and permissions around them. Start small, then build a clearer record over time.

Six clear steps

From scattered details to a clear place to begin.

Each step answers one practical question: what exists, where it is, and who should know.

Add your will information

Start with the essentials: whether you have a will, who prepared it, and the details your trusted people may need to recognize the right document.

Last will & testament

Status: Recorded
Prepared by: Jordan Lee, Esq.

Record the location of the original

Describe exactly where the signed original is stored. Add enough detail to help the right person find it without turning the location into a guessing game.

Original will location

Location type: Home safe
Location: Primary bedroom closet
Additional note: Details shared with my executor

Add supporting documents

Keep digital copies and related records organized alongside the information about your original document.

Supporting documents

Will — digital copy: PDF · Added
Attorney letter: PDF · Added
Property notes: PDF · Added

Add trusted people

Connect family members, executors, attorneys, or other trusted contacts who should know about your information.

Trusted people

Morgan Reed: Successor
Alex Reed: Trusted contact
Jordan Lee: Attorney

Manage access

Set permissions deliberately so each person is connected to the information that fits their role and your wishes.

Access overview

Will information: 2 people
Supporting documents: 1 person
Personal instructions: 1 person

Review and update

Return when documents, people, or circumstances change. A useful vault is one that stays current.

Vault readiness

Core documents: Complete
People & access: Complete
Next review: In 4 months

A little preparation can create a much clearer path.

Create your vault and organize the information that matters at your own pace.

Create your vault Sign in