Right now, you are the only person who could step in and make sense of everything.
Today that picture lives in a spreadsheet, and a spreadsheet only makes sense to the person who built it.
Not your spouse. Not your advisor. Not your attorney.
If something happened, they would be starting from zero, piecing together accounts, entities, and documents under pressure.
And in that moment, this stops being about organization. It becomes about whether they can act without confusion.
Net worth is the easy part. The context around it is what nobody else could reconstruct.
A personal financial statement when the bank asks for one. A report before the meeting with your advisor. The operating agreement, without searching an inbox. And the structure chart, when it's time to walk your children through how it all fits together.
Your wealth manager's portal shows what they manage. This holds all of it, and it stays with you when an advisor changes. Invite them in; the record is still yours.
Trusts, LLCs and the assets beneath them, in one view.
Open any entity and the context is there: who holds it, who runs it, what's in the estate.
You don't build this alone: build it with your accountant or advisor, let us guide you or them, or let LegacyTrackr AI do the heavy lifting with the documents you drag in or forward from your email (from December 2026).
Private equity, real estate, operating businesses, royalties, digital assets: the things no brokerage login can see. Enter them with as much or as little detail as you want, and link bank and brokerage balances alongside.
Add your trusts, LLCs, LPs and foundations, then connect the assets each one holds. See the whole ownership structure in one chart, and open any entity or asset from it.
Invite a spouse, business partner, advisor, or family member. Set permissions for each person. You decide who sees what, and you can change it anytime.
LegacyTrackr AI figures out where a document belongs, filing a K-1 against the right fund or setting up a new asset. Nothing changes until you say so.
Right now, you know where everything is. You know who manages what, which entities hold which assets, and where the documents are. That knowledge has real value: to your family, your partners, and your advisors.
LegacyTrackr makes sure that knowledge lives somewhere accessible, not just in your head. The K-1, the operating agreement, the deed: attached to the thing it describes, not lost in an inbox. So when anyone needs it, for tax season, estate planning, a liquidity event, or a transition, it's there.
LegacyTrackr holds the picture of what you own. It never holds the assets themselves.
LegacyTrackr cannot move money, place a trade, or touch an account. Not us, not anyone who logs in. Connected balances are read-only, and you never give us a bank or brokerage password.
Every person you invite gets exactly the access you set, and you can change it anytime. Your advisor sees only the records you choose to share.
Your data is encrypted in transit and at rest. Account numbers, access details, and documents are encrypted again individually. Two-step sign-in is on by default, and every document download is logged.
We don't access your records. For those who need hands on support, it happens on a screen share you start, or with access you grant.
SOC 2 Type 2 in process. Full details, subprocessors and our disclosure policy at trust.legacytrackr.com.
No tiers. No feature gating. Set it up yourself, privately, or book one-to-one time with a person, on a screen share you start, so they see only what you show them. Both included.
Prefer to talk first? Book a walkthrough.
Have a referral code or coupon? Apply it at checkout.
Not sure yet? Start with the Family Clarity Assessment.