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LegacyTracker is a web-based personal financial and estate organizing software that helps individuals and families bring all of their important information and documents together in a simple, central, accessible, and secure location. Simplify, safeguard, and share important financial, estate, and legal information for success.
As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees.
The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 billion in Canada/$585 billion in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP's, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off.
