Business Legacy Planning

Carl Jaffer is an entrepreneur / problem solver, business owner and Co-Founder of Legacy Vault Pro, with a career spanning financial services and tech (predominantly sales) and a number of entrepreneurial ventures. Having spent much of his working life building, running and advising businesses, Carl has seen first-hand how heavily many businesses depend on the knowledge, relationships and day-to-day involvement of their owners. The real catalyst for Legacy Vault was an incapacity in 2024 and 2 deaths in 2025 of business owners with no plan in place. The impact of the mess and distress this caused was considerable. Something that could have easily been avoided or at least lessened. These experiences led to a simple but uncomfortable question: what happens to everything if you're suddenly not there tomorrow? Legacy Vault Pro was created as a solution, however the wider mission is to establish Digital Legacy Planning as a recognised planning discipline. Carl believes that while the way we live and run businesses has changed dramatically, the way we plan for death or incapacity hasn't kept pace. Increasingly, our businesses, finances, communications, assets and personal lives exist across digital accounts and systems — often with only one person knowing how everything fits together. We all have considerable Digital Footprints Through Legacy Vault Pro, Carl is working to encourage a much wider conversation about digital legacy, business continuity, succession and the role of the Digital Executor. His approach is deliberately practical: this isn't simply about what happens when someone dies. It's about protecting what you've built, making life easier for the people who may one day have to pick things up, and making sure they aren't left searching for answers. Plan it. Protect it. Pass it on. • https://legacyvault.pro/ •   / legacy-vault-pro   • LinkedIn.   / carljaffer   (  / carljaffer  ) Or Just search Carl Jaffer. 20% Discount Code for listeners - use SBBN20