How to print wallet cards in house
If there is no time to wait for the card to be queued because the client needs it immediately. You have the ability to print the wallet card in house (You'll need the avery labels 5361).:
click the LegalVault Menu option on the left side
click the "clients" submenu option
click the administration icon -
select the icon that says "print wallet card"
download the document and run it through the printer with the avery labels.
laminate the card
supply it to the client
In addition you can also print out a letter alerting the client that this is the emergency access card and should be kept safely in their wallet:
select the icon "print letter to include with wallet card" in the administration section of the client's user account.
download the document and print it. Feel free to add anything to the letter before printing
Print Temporary Cards for a Client
If a card is required right away and the queued card from LegalVault won't arrive on time you are able to print out a temporary wallet card on Avery Labels (#5361) with a color [printer right from your Firm's LegalVault Portal Login the LegalVault ...
Requesting a LegalVault Wallet Card for a Client
login to site manager click the LegalVault Menu option on the left side click the "clients" submenu option click the administration icon - select the icon that says "request a wallet card" select whether it should be mailed to your firm or directly ...
My wallet card was stolen or went missing
Please contact us right away to change your PIN so that your information stays secure.
Renew your LegalVault Subscription
Please Note: If your account is not renewed within 30 days of expiration, all of your stored data and documents will be permanently purged from the system. You may easily renew online by: visiting legalvault.com/renew Logging into your account using ...
Scenario A: Client completes Client Enrollment Form at least 10 days prior to final signing
We recommend providing the Client Enrollment Form to your clients early in the estate planning process. The benefit to following this routine is that you are able to provide the wallet cards to clients at final signing. Step 1 – Have client complete ...