User Guide
The MLW User Guide provides; Instructions on general site navigation; Describes features such as Co-Owner and Authorized Users; Provides section by section illustrations; Instructions on uploading documents, name and email address changes and more.
Click Here to Download the User Guide>>
Client Information Sheet
This editable form provides your customer directions on how to access their Legacy Vault™. Links to the login URL (the MLW URL or your custom URL); provides the temporary login credentials you created on their behalf; and instructions on changing their password and other important features they should consider enabling. You were provided a customized version of this form during your Onboarding session.
Click Here to Download the generic version of the Client Information Sheet>>
MLW Procedure Checklist (Job Aide)
Editable to fit your process, download this checklist to help ensure the easy to implement steps are complete!
Click here to Download the Checklist/Job Aide>>
Sample “Thank You” Letter
Make this letter your own to send to customers after they’ve purchased a Legacy Vault™ . With it include the Login Card & Envelope, Wallet ID Card and your customized Referral Card.
Click Here to Download the Thank You Letter>>
Security FAQ
This document provides an easy to read summary of the security measures and protocols utilized by MLW.
Click Here to Download the Security FAQ>>
MLW Security Protocols
Click Here to Download Our Full Security Detail>>
Sample Website Content
Sample headlines, impactful key phrases, benefits offered by the MLW portal, security highlights, additional information and imagery, all aimed at assisting you in the development of your website.
Downloadable Images:
(Click on images to download)
Notary Partner Badge
Stacked Logo
Horizontal Logo
Home Page Devices
Client One-Pager
This Adobe editable Flyer provides your prospects with a simple one-page explainer of the Legacy Vault™. You were provided a customized version of this form during your Onboarding session.
Click Here to the Download the generic version>>
Brochure
Add your contact information and print this simple, but informative brochure.
Click Here to Download the Brochure>>
Short Form – Getting Started Guide
Additional Material
“Click Here When I Die”
Jon’s best-selling book is available for purchase for seminars, client welcome baskets/kits etc.
Contact our office for orders exceeding 100.
Life Planning Organizer
Drawstring Sportpack
Purchase Company Gear
Get all your MLW company gear, T-shirts, Sweatshirts, Dress shirts, Pullovers, Hoodies, Bags, Blankets and more!
For more forms and information contact us at 844-369-4747 or email our team at support@mylifeandwishes.com