MyLegacyBackup Frequently Asked Questions

Why should I trust you with my sensitive information?

You Shouldn’t; furthermore, due to the frequent breaches in credit card security and identity theft, you shouldn’t trust anyone.

For this reason we discourage you from storing full credit card numbers, full bank accounts, and other sensitive personal details. (clients should see Advisor Tips for more information)

We suggest techniques to limit your exposure, especially in storing passwords. (clients should see Advisor Tips for more information)

We share our Identity Theft experience – so you can learn and maximize your protection.

I can do this myself, so why do I need MyLegacyBackup?

    • There is a strong likelihood that you are not collecting all of your critical information. Our predefined templates have structured categories and details, to document WHAT you have and WHERE it is located.

    • You have the option of making your information Secure, and accessible from anywhere, when you need it. Storing details at home or in another secure location can be a problem if you’re away, but need information quickly. In the worst case scenario, should your house burn down, would you lose your records?

Who should enroll in MyLegacyBackup?

This tool will help when…​

    • You have no idea what you have or what your spouse is managing.

    • You manage everything but your spouse has no idea of records or holdings.

    • You’re helping a parent or other aging person to organize their records.

    • You don’t always remember details of your online accounts or passwords.

    • You would like your survivors and legal representatives to have a solid grasp of your belongings.

How do I suggest additional data elements?

Email your suggestions to Please include your name and phone number so we can follow-up with you.

Can I store images of documents in MyLegacyBackup?

Perhaps in a later release. But the primary purpose of this application is to organize the details of your personal information. In many cases copies or scans may not be accepted by authorities. It’s more important to use MyLegacyBackup to document the location of the original documents for quick access when needed.

When I become disabled or pass away, how does my caregiver access my information?

One of the benefits of the MyLegacyBackup service is to assist your designated surrogate or caregiver (Power of Attorney, Executor, trusted friend or family member, etc.). It is the Client’s responsibility to make their caregiver(s) aware of this information, by sharing their spreadsheet, password, and its location. In expecting someone to help you manage your affairs, they need to know WHAT this entails, and WHERE the specifics are located.

What are Advisor Tips? How do I access them?

Advisor Tips are accessible by current clients and provide advice on each table, with suggestions on what type of information to store, and how to complete the individual columns.