Revealing the Certified Legacy Vault Advisor Program with Jon Braddock Artwork

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Revealing the Certified Legacy Vault Advisor Program with Jon Braddock

June 30, 2026 • Bill Soroka

0:00 | 44:28

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What happens to your family if you don't make it home tonight?

That's the question at the heart of this conversation with Jon Braddock, CEO of My Life & Wishes and creator of the Legacy Vault. Bill and Jon dig into the Certified Legacy Vault Advisor (CLVA) program and why it's becoming a blue ocean for notary entrepreneurs who already love estate signings.

Jon shares the story that started it all... the 10-month "morbid scavenger hunt" his family endured after his father-in-law passed away, including the safe deposit box they almost never found holding 752 paper shares of IBM stock worth $130,000+. It's a gut punch that makes the problem real: a will or trust covers the documents, but it doesn't cover the 125 questions a grieving family has to answer in the first 48 hours.

In this episode, you'll hear:

Why most estate plans leave families lost (and what the Legacy Vault actually solves)
The "I'm not a salesperson" myth, and why this is about conversations, not selling
How the 4-module certification bootcamp works, plus the CLVA credential you can put after your name
The math behind total pricing freedom: How a 5-minute setup can add $24,000+ a year to your bottom line
Why now is the best time to get in, and the mission to protect a million families

This isn't about adding another service. It's about earning a seat at the table alongside attorneys, financial advisors, and estate planners... and becoming the final gift a family didn't know they needed.

Ready to learn more about becoming a Certified Legacy Vault Advisor? Click the link to visit NotaryCoach.com.

Guest: Jon Braddock, CEO of My Life & Wishes, creator of the Legacy Vault
Host: Bill Soroka, founder of NotaryCoach.com

#NotaryEntrepreneur #LegacyVault #EstatePlanning #CLVA #SignAndThrive #MobileNotary #NotaryBusiness