Legacy Vault Ultra-Premium Estate Planning System

Overview:

Legacy Vault is a premium digital estate planning system created exclusively for ultra-high-net-worth individuals ($5M+ net worth) including business owners, inheritors, and family office principals.
Forget templates. Forget generic PDFs. This is bespoke estate architecture—a sovereign-level planning solution designed for those who value privacy, precision, and intergenerational control.

“The Rolex of Estate Planners.”

Key Features:

🔐 Confidential Family Profile

• Advanced biometric ID verification (facial recognition + fingerprint upload)
• Interactive dynasty tree for multigenerational wealth mapping
• Military-grade encryption to protect all personal and family data
• Advisor access management system with permission control
• Medical and legal directive generators (HIPAA-compliant)

🏛 Asset Fortress System

• Global asset tracking dashboard with real-time FX conversion
• Offshore trust creation wizard with jurisdiction comparison
• IRS Audit Shield – identifies exposure in filings & reporting gaps
• Full-spectrum portfolio tracking: real estate, stocks, collectibles
• Tools for tracking jets, yachts, and other high-value luxury assets

⚖️ Legal Command Center

• AI-powered, location-aware will & trust generator
• Bloodline disinheritance safeguards for contested inheritance
• Celebrity-grade NDA templates for staff, advisors, and confidants
• IP & digital asset vault for crypto, content, and patents
• Encrypted legal document vault with version control

🛡 Black Book Concierge

• Curated attorney network (top 1%) with pre-negotiated rates
• Custom RFP generator for selecting wealth managers or family offices
• Emergency QR hotline: 24/7 crisis legal response system
• Network of elite private security and lifestyle providers
• Philanthropy & private foundation advisory access

Deluxe Deliverables:

💽 Titanium Vault USB Kit

• Solid titanium USB drive with custom laser engraving
• Velvet-lined luxury box (fireproof, tamper-evident)
• Encrypted, offline-access version of the full system
• Emergency QR code for mobile or physical access

🧾 Annual Wealth Health Check

• Live 1:1 call with an estate tax strategist
• Full legal compliance review and legislative update
• Custom optimization roadmap for tax and asset structures

🕊 Philanthropy Blueprint

• Tailored strategy aligned with your values and impact goals
• DAF optimizer for maximum deductibility
• Step-by-step private foundation setup support

Pricing: $3,500 USD

“Less than 0.1% of a top-tier estate attorney’s hourly rate.”
“Saves $50,000+ in probate, legal fees, and transfer taxes.”
“Used by Silicon Valley heirs and Dubai royalty.”
Limited to just 100 numbered copies per year—ultra-exclusive.

Trust & Security Signals:

• 72-Hour Legal Review by Partner Law Firm (Valued at $2,800)
• Endorsed by STEP (Society of Trust and Estate Practitioners)
• HIPAA-compliant privacy protections
• AES-256 military-grade encryption
• 24/7 crisis support line with instant access protocol

Who It’s For:

• Individuals with $5M+ net worth
• Tech founders, private equity partners, celebrity entrepreneurs
• Family offices and inheritors of legacy estates
• Anyone who demands total control, privacy, and tax precision

Marketing Hooks:

“If your net worth has more than 6 zeros, this is non-negotiable.”
“Sovereign-level protection for dynastic continuity.”
“Includes panic button protocol to freeze assets on compromise.”

Client Personas:

👩‍🔬 Dr. Anya Sharma – Global AI Innovator

• Age: 48 | Net Worth: $75M+
• Dual US/UK citizen, biotech startup founder
• Needs: IP protection, multi-jurisdictional planning, and impact philanthropy

🏰 Edward Fitzwilliam – Fifth-Generation Estate Principal

• Age: 62 | Net Worth: $200M+
• Runs a private family office with luxury assets, PE, and art
• Needs: Dynasty planning, family trust design, intergenerational asset flow

🌍 Zara Khan – Celebrity Entrepreneur

• Age: 39 | Net Worth: $50M+
• Media personality with global brand reach
• Needs: Absolute privacy, flexible global strategy, asset shielding

This is not a planner. This is your family’s digital command center.
Legacy Vault — because wealth isn’t the goal. Legacy is.