Easily capture and manage all your assets - properties, pensions, investments, bank accounts, insurance policies, and more - in one secure place. Categorise each asset, add descriptions and account details, set values, and define ownership, all within the Legacy Portal app.


Update values anytime and instantly see your total portfolio. Maintain a clear history of changes for complete visibility over time.


Share your asset information securely with your partner, family members, or trusted advisors to simplify reviews and planning - ideal for financial advice or will writing.


Legacy Portal - simple, safe, and secure.