The key features of LegacyTracker help users organize their financial lives helping them to minimize risk & maximize success
Key Features of LegacyTracker :
- Safe & Secure
- Simple to use/Simple On-boarding
- Clean/Intuitive Interface
- Comprehensive but Flexible Templates
- Attach Scanned Documents
- Track Net Worth
- Built in Alerts & Reminders
- Share information with loved ones/Advisors
- Flexible Print/Share/Save Options
- Big Picture (360 degree) View
Detailed information is organized into 6 Life folders: Personal Info, Health Info, Assets, Liabilities, Insurance & Estate Info.
The key features of LegacyTracker allow users to simplify, safeguard, & share their important financial/estate information in order to succeed with their goals