Features & Capabilities

The Legacy Portal app helps you keep track of your assets and their value.

Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app.

Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too.

If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance.

Legacy Portal —easy, safe & secure.

User Growth & Download Statistics

App
By:
Countrywide Tax & Trust Corporation Ltd
Rating:
5.00
(4)
5.00
Version:
1.2.5 Last updated: 2025-09-22
Version code:
878330372
Creation date:
2023-10-05
Compatible devices:
Size:
24.18MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-04
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Countrywide Tax & Trust Corporation Ltd
Apple Apps Store
https://apps.apple.com/gb/app/legacy-portal/id6468660019

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