Leave them answers, not questions.
LegacyTrackr turns financial complexity into family clarity that can be preserved and carried forward across generations.
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The registry for complex wealth
You know where everything is. You know how it fits together. You know who manages what.
But no one else does.
If something happened, your family would be forced to rebuild the full picture from fragments. Accounts, entities, documents, conversations. All under pressure.
This is not a technology problem. It is a continuity problem.
LegacyTrackr brings every asset class, entity structure, and critical document into a single dashboard. See your full allocation, track what matters, and know that the complete picture exists so the full picture exists somewhere your family can access without rebuilding it.
Every asset class: liquid investments, real estate, private equity, operating businesses, digital assets, personal property, royalties. Link brokerage and bank balances or enter them yourself, with as much or as little detail as you want. Our onboarding team walks through it with you.
Document your entities (trusts, LLCs, LPs, foundations) and which assets they hold. See the full ownership picture in one view.
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.
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. So when anyone needs it, for tax season, estate planning, a liquidity event, or a family transition, it's all 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.
No internal access to your personal data. When you want help, onboarding and support happen on a screen share you start, or through access you grant.
SOC 2 Type 2 in process. Penetration testing by Oneleet.
No tiers. No feature gating. Every founding member gets the complete platform with dedicated onboarding support.
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Book a walkthrough and see whether LegacyTrackr fits your family.
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