Legacy FortressHow it works
Set up in an afternoon. Ready for the day your family needs it.
Five simple steps, done at your own pace. Here's what you'll see.
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Step 1
Add what you have
Start with whatever's easiest: a bank account, your pension, your home. Pick the type, add a few details, attach the statement or deed if you have it. Two of each kind are free.
- You choose how much detail to add
- Upload a statement and we'll read the account details for you to check
- Nothing is shared with anyone
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Step 2Add your Will and Power of Attorney
Upload your Will. We read it and find the people it names, such as your executors, for you to check. Do the same for a Lasting Power of Attorney.
- Wills, Powers of Attorney, trusts and funeral wishes in one place
- Names found in the document are suggestions; nothing happens until you agree
- Free on every plan
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Step 3
Name the people who'll help
Add your executors, attorneys, family and advisers. Your To do list walks you through each one: add, invite, and choose what they'll receive later.
- Grouped as executors, family and advisers
- See who has joined and who hasn't
- Being added never shows anyone your records
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Step 4
Invite them, safely
Each person gets an email invitation. When they join, they prove who they are with a quick ID check: a photo of their passport or driving licence and a selfie.
- They see nothing of yours just by joining
- You choose exactly what each person can ever see
- Stop or change it at any time
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Step 5
Released when it's needed
After a death, your executor reports it with the death certificate. A real person on our team checks the evidence and the grant of probate before anything opens, and only what you chose is shown.
- Nothing opens without checks by a person
- Power of Attorney can be activated if you lose capacity
- Your family is never locked out because of a plan
Why it's worth an afternoon
For you
About an hour to set up
Add things as you remember them; there's no deadline.
Private by default
Nobody sees anything until you choose.
A clear To do list
It tells you the next sensible step, never more.
For your family
No hunting for accounts
Banks, pensions and policies in one list.
Less spent on solicitors
Fewer hours tracing assets for the estate.
Your wishes, in your words
Funeral wishes and letters they'll find.
Questions people ask
How long does it take?
Most people add the essentials in about an hour, then add more over time. You can stop and come back whenever you like.
Do I need to be good with computers?
No. It works like any simple website, with large text and one step at a time. A family member or adviser can sit with you, and help is a click away.
What if I lose my phone?
Sign in on any computer with your email, password and a code we email you. Your Vault isn't stored on your phone.
Can my family see everything straight away?
No. They see only what you choose, and only when you choose: now, or after your death once our team has checked the evidence.
Start with one thing today.
Free to begin. Add your first record in a couple of minutes.
