More about the what and why of LegacyTracker

LegacyTracker essentially ? A branded online solution that helps Users organize their personal financial & estate records in order to become more empowered with their own information

Longer Description:  A web-based personal financial management (PFM) & organizing tool that helps individuals and families bring all of their important information & documents  together simply and securely, allowing them to better track progress towards financial goals, be more proactive about financial/estate planning & be better prepared for an emergency.  As a branded offering, LegacyTracker provides an opportunity for Organizations to build more valued relationships with their clients, account holders, employees or members.

LegacyTracker Screenshot

Our Mission:

We are on a mission to help individuals & families simplify, safeguard, share & succeed  by

  1. Reducing the risk that users will become separated from their hard-earned financial assets
  2. Helping users GET OUT from under their paperwork so they can engage in more proactive financial & estate planning
  3. Ensuring that users are better prepared for WHAT IF situations
  4. Helping users facilitate important conversations with family & advisors about estate planning  issues

We think that organizations offering our web-based & branded personal financial/estate organizing solution to clients, account holders, employees or members is a WIN/WIN opportunity. Get in touch and connect with us to learn more: info@legacytracker.com