NotaryCLT Signings™ Apex Mentorship is HERE! June 2025!

NotaryCLT: Mobile Notary Public 
Serving the Charlotte Metro

(980) 999-2612

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  • More
    • Home
    • About
      • NotaryCLT Signings™
      • Our Google Reviews
      • Become a Signing Agent
      • NotaryGadget
      • TidayCal
    • Services
      • General Notary Work (GNW)
      • NotaryCLT's Loan Signings
      • Estate & Trust Delivery
      • Apostille Services
      • The Mobile Notary Role
      • Our Process
      • Notary Appointments
      • Request a Meeting
      • Document Translation
      • Client Access Only
      • For Notaries Only
    • Lets Meet!
    • Apex Mentorship
      • Apex Program Overview
      • Apex Catalog
      • Apex One-On-One
      • Standlone Modules
      • Apex Subscriptions
      • Mentorship Billing Login
    • Legacy Vault™
      • Legacy Vault
      • Tammy's Story
      • Legacy Vault™ Login
      • Getting Started
      • Subscriptions
      • Legacy Vault FAQs
      • Request Info
    • Contact
    • Blog
    • Podcast
    • FAQs
      • Common Questions
      • Common Terms
      • General Notary Docs
      • NC Certificates
      • NC SOS Notary Resources
      • Purchase Packages
      • Seller Packages
      • Trust & Estate Docs

(980) 999-2612

NotaryCLT: Mobile Notary Public 
Serving the Charlotte Metro
  • Home
  • About
    • NotaryCLT Signings™
    • Our Google Reviews
    • Become a Signing Agent
    • NotaryGadget
    • TidayCal
  • Services
    • General Notary Work (GNW)
    • NotaryCLT's Loan Signings
    • Estate & Trust Delivery
    • Apostille Services
    • The Mobile Notary Role
    • Our Process
    • Notary Appointments
    • Request a Meeting
    • Document Translation
    • Client Access Only
    • For Notaries Only
  • Lets Meet!
  • Apex Mentorship
    • Apex Program Overview
    • Apex Catalog
    • Apex One-On-One
    • Standlone Modules
    • Apex Subscriptions
    • Mentorship Billing Login
  • Legacy Vault™
    • Legacy Vault
    • Tammy's Story
    • Legacy Vault™ Login
    • Getting Started
    • Subscriptions
    • Legacy Vault FAQs
    • Request Info
  • Contact
  • Blog
  • Podcast
  • FAQs
    • Common Questions
    • Common Terms
    • General Notary Docs
    • NC Certificates
    • NC SOS Notary Resources
    • Purchase Packages
    • Seller Packages
    • Trust & Estate Docs

NotaryCLT Signings™ Getting Started with Legacy Vault™

GEtting Started with LEgacy Vault™

Getting Started Guide

 

Welcome!
First things first — a heartfelt thank you from all of us at NotaryCLT Signings™ for choosing to invest in peace of mind with The Legacy Vault by My Life and Wishes™. Whether you purchased your Lifetime access or won through one of our event giveaways, we’re so glad you’re here. Planning ahead is one of the most meaningful gifts you can offer your loved ones, and we’re honored to be part of that journey with you.

This quick-start guide will help you navigate your new My Life and Wishes™ account and get your digital life planning off to a strong start. Prefer to dive deeper? Explore more tools and resources anytime at mylifeandwishes.com.

Need help?
You’ve got support!
📞 Toll-Free: 844-369-4747
📧 Email: support@mylifeandwishes.com
🕗 Available: 8:00 AM – 5:00 PM Central

NotaryCLT Signings™: Your Trusted Notary

Step 1: Get Familiar

Step 2: Add a Co-Owner (Optional)

Step 2: Add a Co-Owner (Optional)

 Take a few minutes to explore your account. Each section is designed to guide you through the kinds of information you can store. This will give you a clearer idea of what to gather and how to get started.


✨ Tip: Every section includes built-in help tools if you ever need a nudge.

Step 2: Add a Co-Owner (Optional)

Step 2: Add a Co-Owner (Optional)

Step 2: Add a Co-Owner (Optional)

 Want to share your account with a spouse or partner? You can invite a co-owner at any time. Once added, your account will expand to include personal sections for both of you, plus a shared section for joint information. Co-owners have full access — they can view, edit, add, or remove details as needed.

Step 3: Start Small

Step 2: Add a Co-Owner (Optional)

Step 4: Add Your Authorized Users

 Begin with just one section — maybe your Personal Info — and fill in what you already know. You can always come back to upload documents or add more details later. Before you know it, you’ll have a complete, organized digital record.

Step 4: Add Your Authorized Users

Step 4: Add Your Authorized Users

Step 4: Add Your Authorized Users

 After setting up your key details, make sure to invite any trusted family members, advisors, or caregivers you want to have access. You can invite as many as you’d like, and you control what each person can view or edit. Most people start with adult children, a sibling, or a professional advisor.

Step 5: Keep It Current

Step 4: Add Your Authorized Users

Step 5: Keep It Current

 Life changes, and your My Life and Wishes™ account should evolve with it. Set a reminder to review and update your information a few times a year — so you always have the most up-to-date details ready when it matters most.

Spread The Love!

Step 4: Add Your Authorized Users

Step 5: Keep It Current

If you know someone who could benefit from this kind of planning, we’d love your referral. When someone you refer purchases a Lifetime subscription, we’ll send you a $25 Amazon gift card as a small “thank you” from all of us at NotaryCLT Signings™. Just have them mention your name when they sign up — it’s that easy.


Again, thank you for ta

If you know someone who could benefit from this kind of planning, we’d love your referral. When someone you refer purchases a Lifetime subscription, we’ll send you a $25 Amazon gift card as a small “thank you” from all of us at NotaryCLT Signings™. Just have them mention your name when they sign up — it’s that easy.


Again, thank you for taking this important step. You’re not just organizing information — you’re creating a legacy of clarity, care, and preparedness for the people who matter most.

Let’s keep planning forward-, together.Just have them mention your name when they sign up — it’s that easy. Again, thank you for taking this important step. You’re not just organizing information — you’re creating a legacy of clarity, care, and preparedness for the people who matter most.

Let’s keep planning forward, together.



Copyright © 2023-2025 NotaryCLT Signings  - All Rights Reserved.


NotaryCLT Signings nor any affiliated service or Associated Agent IS NOT AN ATTORNEY LICENSED TO PRACTICE LAW AND MAY NOT GIVE LEGAL ADVICE OR ACCEPT FEES FOR LEGAL ADVICE.   N.C. G.S. 10B-20(i)


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