Key Features of LegacyTracker

The key features of LegacyTracker help users organize their financial lives helping them to minimize risk & maximize success

Key Features of LegacyTracker :

Key Features of LegacyTracker

  1. Safe & Secure
  2. Simple to use/Simple On-boarding
  3. Clean/Intuitive Interface
  4. Comprehensive but Flexible Templates
  5. Attach Scanned Documents
  6. Track Net Worth
  7. Built in Alerts & Reminders
  8. Share information with loved ones/Advisors
  9. Flexible Print/Share/Save Options
  10. 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


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