Lambert Notary: Official Partner of The Legacy Vault™
Digital storage for the documents that will protect you and your loved ones!
If an emergency happened today, would you or your loved ones have access to all your important documents and information.
If something happened to you, would your loved ones know how to access your banking, insurance, or retirement plan information? Would they know the location of your will, estate plan, how to reach your key advisors, or even know your final wishes? Have you left instructions regarding your online or social media accounts?
Imagine having a digital record of all your important papers and accounts organized in a secure place where you can access them from anywhere in the world! Your Legacy Vault!
Online Planning & Document Storage Solution
Financial Information, Location, & Access to:
When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.
- Insurance Policies
- Retirement Benefits
- Investments
- Deed & Title
- Safe Deposit Boxes
- Bank Accounts
- Loans
- Credit Cards
Funeral & Memorial Resources
Recording your wishes and pre-planning your funeral ensures your family can grieve your loss when you pass, not scramble to make arrangements. Get started today with these helpful resources.
- Burial / Cremation desires
- Special clergy or other participants
- Funeral and memorial wishes
- Grave / Memorial location
- Eulogy Notes
- Obituary Notes
- Desired donations
Insurance and Legal Document Management
Insurance and Legal Document Management
Don’t leave your family with disorganized paperwork. Learn what to do to get your documents in order and make sure your family is protected with wills, trusts, and more.
- Wills
- Trusts and Trustees
- Living Wills
- Power of Attorneys
- Pet Care Directives
- Wishes for gifts and heirlooms
Secure Encryption
Insurance and Legal Document Management
The Legacy Vault™, a secure digital storage platform protected with AES-256 encryption, the same standard used by banks and government agencies. This advanced level of encryption ensures that sensitive files—such as wills, trusts, insurance policies, and financial records—remain private and protected against unauthorized access. With industry-leading security combined with 24/7 accessibility, The Legacy Vault™ gives families and professionals confidence that their most important documents are both safe and available when needed.
Video Vault
The Legacy Vault™ offers clients a secure way to preserve and share personal messages through the Video Vault. Families can record and store meaningful videos—such as final wishes, life stories, or guidance for loved ones—alongside important estate planning documents. These recordings remain private, protected, and available only to those you choose, ensuring your voice and memories live on for future generations.
24/7 Access
Lambert Notary partners with The Legacy Vault™, giving clients secure digital storage with 24/7 access from any internet-connected device. Important records—wills, trusts, insurance policies, and financial documents—can be safely viewed or shared anytime, anywhere. This convenient, reliable access ensures peace of mind when it matters most.
Personal Data and Digital Information - Authorized Users
Our lives are increasingly becoming digital. Everything from where we receive our news to how we shop involves a username and password or an account. Below is a sample list of what the average person’s digital life might look like:
- Access to tablets, smart phones & computers
- Social Media Accounts
- Online Bill Pay & Auto Drafts
- Household accounts (Phone, Cable, ect)
- Personal Accounts
- Children and family information
Health Care Decisions
Does your family know your wishes in the event of an emergency? Have you made eldercare decisions? Learn about the critical choices everyone needs to make about their health care.
- Long term care details
- Advanced directives
- Hippa & Healthcare POA’s
- Organ Donation
- Medical History
- Physician contact information
Personal Asset Resources
Frequently Asked Questions
End-of-life plans include deciding how valued belongings are cared for, from cherished heirlooms to beloved pets. These resources help you make a plan for your personal assets.
- How to plan for your cars, trucks, boats and other vehicles so your family doesn’t have to.
- How to manage your mortgage, outstanding debt and more
- Who gets your “stuff”? How can you make sure relatives get specific, beloved items? Learn more here.
- Pets are part of the family. Here’s how to make sure you have a plan for their care.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Click the button below to see some of our frequently asked questions and helpful documents.