© 2019 Legacy Concierge LLC

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Frequently Asked Questions

Why Legacy Concierge?

Individuals need a service to locate and protect electronic records of any person after they pass. If we do not secure electronic records and their related digital assets, they can become available to many individuals who are ready to steal them.  Don’t let the value of anyone’s estate decrease due to identity or other theft.

How does Legacy Concierge work?

First  a person organizes their data and documents, digital assets and electronic records and places information about those assets  in a secure location in the cloud. That location is called an Electronic Vault.

After death of an individual, their authorized person uses the content of their Electronic Vault to notify companies, agencies, custodians, banks, brokerages, insurance companies and other businesses that they records they have on file belong to a deceased person. This notification process is activated and called Resolution.

During resolution, the holder is the records is requested to lock, freeze, delete, memorialize, or otherwise prevent access to and processing with those records as of the date of death.

What is an Electronic Vault?
  • An Electronic Vault is a file with a set of entries that describe the digital assets and electronic records of an individual. 

  • An Electronic Vault is an organized file that holds data and documents representing the components of an estate.

  • An Electronic Vault is built using three levels of security and encryption to strategically store records about an individual (dead or alive) 

What are Resolution Services?

Identification and organization of digital assets and electronic records associating the data with the custodian. The custodian includes financial and insurance companies, shopping sites, social media companies, government departments, county records, federal agencies, medical groups and the like.

Notification to and verification with custodians to ensure that digital assets are in the control of the administrator, personal representative, executor or fiduciary of the estate.
Verification with the custodian that the records they have on file have been locked, deleted, frozen or otherwise modified to reflect the death of an individual.

What are some examples of digital assets?
  • Contact lists, emails, videos, photos, galleries, manuscripts, play lists, music, movies.

  • Lists of items in an art collection, car collection, coin or stamp collection.

  • Intellectual property such as patents, trademarks, royalties, computer files.

  • Electronic records about an individual such as driver’s license, passport, voter registration.

  • Electronic records about memberships to congregations, community service groups, charities.

  • Electronic records stored with banks, brokerages, insurance companies, pension funds, law offices, tax advisors, medical facilities, publishing houses, credit bureaus, law enforcement, firearms registrars.  

How does payment work?

Individual users provide PayPal, debit or credit card information to be used for billing purposes.  Under a corporate license for multiple Electronic Vaults, each user will be provided a special code to enter upon logon and sent activation credentials. They will not be required to enter payment information.

How do I set up an Electronic Vault?

Issue payment to build a vault and a unique link will be sent to you to create your vault. You will create a username (email address) and password and begin logging information into your vault. 

What happens to my vault when I die?

If there is no access to the Electronic Vault, our application archives the records for future processing.  Electronic Vaults that are not paid for are kept in deactivation mode and a reactivation fee will be applicable once someone wants to begin entering data again.  While data is protected monthly review identifies vaults that need to be archived and users will be updated.