Two doors, one team — pick the one that fits where you are.
For access to your ongoing matter.
Review drafts, upload documents, and message our team securely while we work on your plan together.
Current client without portal access? Request access and we’ll get you set up with your account.
For Canopy members.
Log in to your Legacy Vault — your executed estate planning documents and everything you’ve stored, protected and available around the clock.
LOG IN TO YOUR VAULTFirst time? Your account is already set up — use the temporary password from your welcome sheet.
Not sure which one you need? Call us at (918) 720-0984 and we’ll point you the right way.
Your Legacy Vault is the secure home for everything your family will need — your executed estate planning documents, key accounts and policies, and the instructions that matter when it matters most. We take the first step for you: when your plan is signed, we create your account and upload your executed documents. From there, the Vault grows with you — insurance policies, retirement accounts, online logins, medical contacts, even your memorial wishes — all protected with bank-grade encryption and available to you and the people you choose, anywhere, at any time.
Questions about your Vault? Call (918) 720-0984 or email hello@rootsep.com.
Mon–Thu: 9am – 5pm
Fri: 9am – 2pm
Sat–Sun: Closed
The information on this website is for general informational purposes only and is not legal advice. Contacting Roots Law does not create an attorney–client relationship.
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