LegalVault Blog

Wednesday, December 16, 2015

You Signed Up for LegalVault, Now What?

Your estate planning attorney has enrolled you in LegalVault and now you’re wondering what steps you should take to get the most out of your subscription. Below you’ll find some tips for making sure your account serves as a valuable resource for you and your loved ones:

  1. Place your emergency access card in your wallet As soon as you receive your emergency access wallet card, be sure to place it beside your photo id or health insurance card in your wallet. You should have also been provided with a sticker to place on your driver’s license to alert healthcare providers of this card and 24/7 access to your medical information and advance directives.

  2. Log into your account and make sure everything is correct

    Once your estate planning attorney has provided you with your login credentials, sign into your LegalVault account and make sure that all of the stored information including emergency contacts, allergies, medications and physician information is up to date. In some cases, your attorney may ask that you complete these sections on your own. LegalVault is very easy to use and adding this information will only take you a few minutes. You can also upload legal documents or personal notes to loved ones. Once added, these documents will remain securely stored in your account so you can access them at any time.

  3. Tell your loved ones about LegalVault One of the great features of LegalVault is post-mortem access that you can give to loved ones, sparing them from the troubling treasure hunt that often occurs after one passes away. Be sure to discuss this account with those relatives listed so they know this resource is available to them in the event that you become incapacitated or pass away suddenly.

  4. Set a review reminder Over time, you will likely need to make updates to your LegalVault account. Users often add new medications, change their primary physicians and update the phone numbers of emergency contacts. Make it a point to schedule regular reviews of your LegalVault account to ensure all stored information is up to date. To assist with the legal documents, which can also become outdated with life changes, schedule an annual review with your estate planning attorney. 

To get started, simply log into your account online  or contact your sponsoring law firm for more information. 

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