What Is Legal Vault?

As a value-added service for clients, I provide a web-based document storage and retrieval system known as LegalVault.   This special and unique service allows individuals to easily and securely store and maintain important documents as well as vital medical and asset information for convenient retrieval (through a secure user name, password and PIN number) at a later date.  For health care documents and medical information, an entire medical access and retrieval system is created so that your medical wishes are followed in the event of a disability and the potential for hospital error is therefore reduced.

The web-based storage system can be used to store any type of documents or information, including:

Health Care Documents and Medical Information.  Living Wills, Advanced Directives, Durable Powers of Attorney for Health Care and other medical information (such as allergies, prescriptions or medications you take, medical conditions, physician information, etc.) can be stored in the HIPAA-compliant LegalVault.  This allows you to have your health care documents and medical information at your fingertips, no matter where you are.

In the event you require immediate medical care, especially when being treated at an unfamiliar hospital, you or your loved ones can simply present the attending physician with a wallet card which we will provide to you.  This card lists allergies, emergency contact information and instructions on how to obtain all of your health care documents and medical information.  By providing your caregivers access to your vital medical information, you can help prevent hospital errors which can occur based on a diagnosis being made without having complete medical background information.

If you store financial or other non-medical documents in LegalVault, hospital personnel will only have access to view your health care documents.  This is because LegalVault has a two-tiered access system which only allows health care providers to view medical documents and information.

By storing your health care documents on LegalVault, you will no longer have to carry those health care documents with you when you travel and can have peace of mind that your  medical wishes will be followed.

Estate Planning Documents.  Wills, Trusts, Powers of Attorney, and other estate planning documents can be stored and retrieved through LegalVault no matter where you are or no matter what the time.  All you need is access to a computer with an internet connection to securely view any of your estate planning documents.  For example, if you go to a bank to transfer assets to your Revocable Living Trust and the bank requests a copy of the trust to facilitate the transfer, you will have access to the trust at that moment through LegalVault without having to bring or go get a copy of the trust.  You can also, if you desire, grant access to your other professional advisors (such as your accountant or financial planner) so they can have access to your estate planning documents as well.

Tax Returns and Financial Information.  Tax returns, financial information (such as personal balance sheets or investment information), property deeds, retirement accounts and beneficiary designation information, insurance information, and professional advisor contact information can likewise be stored on LegalVault for easy access and retrieval.  In the event of your death or disability, this allows your loved ones to have all your information in one convenient place without fear that something has been forgotten.

LegalVault has been designed with security in mind.  These advanced security safeguards include:

  • HIPAA-Compliant SSL connection
  • Detailed logs recording login and modifications
  • Sophisticated 256-Bit encryption technology
  • CAPTCHA login system
  • Enterprise-class multi-layered backup system

If you would like to learn more about LegalVault and how it works or can be used by you, please do not hesitate to contact me or request a copy of a LegalVault brochure.

Print Friendly