Document Portal
The Repository
/ Vault
One secure, organized place for every document your family will ever need. Because when the time comes, your family shouldn't have to search — they should simply open the vault.
The Concept
Your Family's Most Important Documents, All in One Place
Too many families discover — in the worst moments — that critical documents are missing, outdated, or impossible to find. Wills stored in filing cabinets no one can locate. Insurance policies no one knew existed. Trust documents that were never funded.
The Repository / Vault is our answer to this problem. It's a client-facing portal concept designed to house, organize, and protect every document that matters to your family — with controlled access for the people who need it.
This is not just storage. It is peace of mind — the knowledge that when your family needs to act, everything they need is exactly where it should be.
Portal Features
Built for Families, Not Just Files
Organized Document Storage
A structured, categorized system for all your critical family documents — wills, trusts, deeds, insurance policies, and more.
Secure Access Control
You decide who can access what. Grant permissions to family members, attorneys, or advisors — and revoke them at any time.
Document Tracking
Know exactly what documents you have, what's missing, and when items need to be updated or renewed.
Family Member Access
Designated family members can access the vault in the event of an emergency — ensuring continuity without confusion.
Legacy Notes
Leave written instructions, personal messages, and guidance for your family alongside your documents.
What You Receive
Your Complete Vault Deliverables
One-Time Onboarding
Vault Setup
- Personalized vault account creation
- Custom folder structure built for your family
- Document intake checklist (20+ categories)
- Guided onboarding session with our team
- Secure login credentials for you + 1 trusted contact
Ongoing Access
Active Vault Membership
- Unlimited document uploads and storage
- Access for up to 5 designated family members
- Annual document review reminders
- Emergency access protocol for designated heirs
- Legacy Notes — personal messages attached to documents
- Quarterly check-in with our team
Trust + Vault Combined
Legacy Bundle
- Everything in Vault Setup & Membership
- Roots & Wings Family Trust coordination
- Trust documents stored directly in your vault
- Attorney coordination and document filing support
- Priority access to all new Thee Legacy Maker services
- Annual legacy review session
Pricing is determined during your discovery call based on your family's needs.
Early Access
Secure Your Family's Vault
The Repository / Vault is currently in development. Early access clients will receive priority onboarding, personalized document organization support, and a discounted rate when we launch.
"Don't leave your family searching. Leave them a vault."
— Thee Legacy Maker