Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Carr Mitchell Legacy Planning app.

Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too.

Legacy Portal by Carr Mitchell Legacy Planning —easy, safe & secure.