LegacyTrackr is one secure place for every asset, entity, and document. Built for people with wealth too complex for basic tools. Organize it for yourself. Share it with your family when you're ready.
Get StartedYour wealth is spread across multiple advisors, custodians, entities, and asset classes. You track it in a spreadsheet, a folder of PDFs, or your head. No single tool handles the PE fund and the rental properties and the operating business and the trusts all in one view.
And if anyone else ever needs to understand what you own, whether that's a spouse, a business partner, or an estate attorney, they're starting from scratch.
LegacyTrackr brings every asset class, entity structure, and critical document into a single dashboard. See your full allocation, track what matters, and know that the complete picture exists somewhere safer than a spreadsheet on your laptop.
Every asset class: liquid investments, real estate, private equity, operating businesses, personal property, royalties. Add as much or as little detail as you want. Our onboarding team helps with the heavy lifting.
Document your entities (trusts, LLCs, LPs, foundations) and which assets they hold. See the full ownership picture in one view.
Invite a spouse, business partner, advisor, or family member. Set permissions for each person. You decide who sees what, and you can change it anytime.
Right now, you know where everything is. You know who manages what, which entities hold which assets, and where the documents are. That knowledge has real value: to your family, your partners, and your advisors.
LegacyTrackr makes sure that knowledge lives somewhere accessible, not just in your head. So when anyone needs it, for tax season, estate planning, a liquidity event, or a transition, it's there.
No tiers. No feature gating. Every founding member gets the complete platform with dedicated onboarding support.
Have a referral code? Apply it at checkout.
Get started in minutes. Our team will help you get everything set up.
Get Started