For wealth advisors, estate planners, attorneys & CPAs

Partner with LegacyTrackr.

Your clients may manage complex wealth across multiple advisors, entities, accounts, and documents. LegacyTrackr gives them one secure place to organize the full picture and make it accessible when it matters. We're building a selective referral program for professionals who already serve this kind of client. Approved partners receive a referral dashboard, client invite tools, and recurring revenue share on referred memberships.

Apply to join the advisor program

We're selecting a small group of founding partners who understand this pain for complex families.

First name

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Last name

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Work email

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Firm name

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I work as a

Please select your advisor type.

Please describe your role.

Roughly how many clients

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Anything we should know? (optional)

We review every application personally. You'll hear back within a few business days.

Application received.

We review every application personally. You'll hear back within a few business days.

Apply

We review every application and reach out personally.

Talk through fit

We look for professionals serving clients whose assets, entities, and documents are hard for any one advisor to fully see.

Refer selectively

Approved partners receive a tracked referral path and required disclosure language for clients who are a strong fit.

Revenue share

Approved partners participate in recurring revenue share on memberships that come through their referral dashboard.