About

What is LegacyTracker?

A solution for consumers (end users)


LegacyTracker is a `worry reducer`in the form of an online personal financial management (PFM) & organizing tool that helps individuals & families bring all of their important information & documents together simply & securely, enabling them to better track progress towards financial goals, be more proactive about financial & estate planning & be better prepared for an emergency. 

But also:

A branded solution for financial, professional or member based organizations:



LegacyTracker is a white label or co-branded solution for organizations looking for a meaningful way to differentiate their brand in a busy marketplace AND a way to create more valued relationships with clients, account holders or employees. 

LegacyTracker allows users to become more empowered with their own information by become more organized. LegacyTracker`s pre-built comprehensive but flexible templates help guide users to the information and documents that they need to manage and safeguard. Built in alerts and net worth calculator support regular updating. LegacyTracker is a common sense solution for reducing the financial risk that comes with unclaimed assets while encouraging comprehensive financial planning and family discussions relating to estate planning.

LegacyTracker has the ability to enhance financial literacy by helping users improve their capability to manage their money & track progress towards their financial goals. Ultimately, enabling users to plan ahead, choose financial products & stay informed about financial & estate matters. 

Key features of Legacy Tracker….

  • Safe & Secure (Key)
  • Simple Onboarding. Simple to keep updated(Key)
  • Comprehensive & flexible templates to help ensure that nothing is missed including digital assets, personal inventories, ethical will & letters etc
  • Ability to scan in important documents for easy reference
  • Built in Alerts & Net Worth Calculator provide encourage regular updating
  • Accesible-IInformation-available wherever remote access is available
  • Flexible Sharing Options-share individual templates or the entire file with family, friends, or Advisors.
Here`s one screeenshot from LegacyTracker because, it`s quite likely that it`s worth more than a thousand words..








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